Shufro Rose & Co’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
2025
Q2
Sell
-5,940
Closed -$605K 310
2025
Q1
$605K Sell
5,940
-2,926
-33% -$298K 0.05% 157
2024
Q4
$965K Buy
+8,866
New +$965K 0.07% 112