Raymond James & Associates’s SoFi Select 500 ETF SFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $261K | Buy |
2,513
+67
| +3% | +$6.96K | ﹤0.01% | 3453 |
|
|
2024
Q2 | $243K | Hold |
2,446
| – | – | ﹤0.01% | 3466 |
|
|
2024
Q1 | $228K | Buy |
2,446
+49
| +2% | +$4.57K | ﹤0.01% | 3512 |
|
|
2023
Q4 | $203K | Sell |
2,397
-128
| -5% | -$10.8K | ﹤0.01% | 3489 |
|
|
2023
Q3 | $193K | Buy |
2,525
+245
| +11% | +$18.7K | ﹤0.01% | 3443 |
|
|
2023
Q2 | $179K | Buy |
2,280
+262
| +13% | +$20.5K | ﹤0.01% | 3473 |
|
|
2023
Q1 | $146K | Buy |
+2,018
| New | +$146K | ﹤0.01% | 3530 |
|