SoFi Wealth’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 | $207M | Buy |
1,753,995
+16,457
| +0.9% | +$1.94M | 12.66% | 3 |
|
|
2025
Q1 | $177M | Sell |
1,737,538
-4,937,018
| -74% | -$503M | 13.31% | 2 |
|
|
2024
Q4 | $726M | Buy |
6,674,556
+120,426
| +2% | +$13.1M | 49.8% | 1 |
|
|
2024
Q3 | $681M | Buy |
6,554,130
+427,105
| +7% | +$44.4M | 50.11% | 1 |
|
|
2024
Q2 | $608M | Buy |
6,127,025
+274,195
| +5% | +$27.2M | 51.01% | 1 |
|
|
2024
Q1 | $545M | Buy |
5,852,830
+352,675
| +6% | +$32.9M | 50.69% | 1 |
|
|
2023
Q4 | $466M | Buy |
5,500,155
+178,882
| +3% | +$15.2M | 49.93% | 1 |
|
|
2023
Q3 | $407M | Buy |
5,321,273
+188,437
| +4% | +$14.4M | 49.61% | 1 |
|
|
2023
Q2 | $402M | Buy |
5,132,836
+159,235
| +3% | +$12.5M | 49.61% | 1 |
|
|
2023
Q1 | $359M | Buy |
4,973,601
+246,452
| +5% | +$17.8M | 48.42% | 1 |
|
|
2022
Q4 | $314M | Buy |
4,727,149
+226,084
| +5% | +$15M | 47.28% | 1 |
|
|
2022
Q3 | $286M | Buy |
4,501,065
+214,567
| +5% | +$13.7M | 47.96% | 1 |
|
|
2022
Q2 | $282M | Buy |
4,286,498
+264,773
| +7% | +$17.4M | 47.29% | 1 |
|
|
2022
Q1 | $329M | Buy |
+4,021,725
| New | +$329M | 49.94% | 1 |
|