Osaic Holdings’s SoFi Next 500 ETF SFYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13K | Buy |
78
+19
| +32% | +$274 | ﹤0.01% | 6646 |
|
|
2025
Q1 | $801 | Sell |
59
-115
| -66% | -$1.56K | ﹤0.01% | 6727 |
|
|
2024
Q4 | $2.51K | Buy |
174
+66
| +61% | +$953 | ﹤0.01% | 6383 |
|
|
2024
Q3 | $1.54K | Hold |
108
| – | – | ﹤0.01% | 6527 |
|
|
2024
Q2 | $1.44K | Sell |
108
-404
| -79% | -$5.38K | ﹤0.01% | 6538 |
|
|
2024
Q1 | $7.15K | Sell |
512
-31
| -6% | -$433 | ﹤0.01% | 5841 |
|
|
2023
Q4 | $6.94K | Sell |
543
-42
| -7% | -$537 | ﹤0.01% | 5958 |
|
|
2023
Q3 | $6.88K | Buy |
585
+33
| +6% | +$388 | ﹤0.01% | 6067 |
|
|
2023
Q2 | $6.73K | Sell |
552
-16
| -3% | -$195 | ﹤0.01% | 6123 |
|
|
2023
Q1 | $6.51K | Buy |
568
+56
| +11% | +$642 | ﹤0.01% | 6164 |
|
|
2022
Q4 | $6K | Hold |
512
| – | – | ﹤0.01% | 6189 |
|
|
2022
Q3 | $5K | Hold |
512
| – | – | ﹤0.01% | 6342 |
|
|
2022
Q2 | $5K | Buy |
512
+505
| +7,214% | +$4.93K | ﹤0.01% | 6459 |
|
|
2022
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 7240 |
|