SW
SoFi Wealth’s SoFi Next 500 ETF SFYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Sell |
783
-276
| -26% | -$4.12K | ﹤0.01% | 42 |
|
|
2025
Q1 | $14.3K | Sell |
1,059
-5,693,192
| -100% | -$77M | ﹤0.01% | 36 |
|
|
2024
Q4 | $82.2M | Buy |
5,694,251
+249,020
| +5% | +$3.6M | 5.64% | 4 |
|
|
2024
Q3 | $77.7M | Buy |
5,445,231
+431,498
| +9% | +$6.16M | 5.72% | 4 |
|
|
2024
Q2 | $66.8M | Buy |
5,013,733
+504,558
| +11% | +$6.73M | 5.6% | 4 |
|
|
2024
Q1 | $62.9M | Buy |
4,509,175
+337,774
| +8% | +$4.72M | 5.85% | 4 |
|
|
2023
Q4 | $53.3M | Buy |
4,171,401
+219,541
| +6% | +$2.81M | 5.71% | 4 |
|
|
2023
Q3 | $46.5M | Buy |
3,951,860
+209,344
| +6% | +$2.46M | 5.67% | 4 |
|
|
2023
Q2 | $45.6M | Buy |
3,742,516
+217,913
| +6% | +$2.66M | 5.63% | 4 |
|
|
2023
Q1 | $40.4M | Buy |
3,524,603
+193,786
| +6% | +$2.22M | 5.45% | 4 |
|
|
2022
Q4 | $36.7M | Buy |
3,330,817
+149,292
| +5% | +$1.65M | 5.53% | 5 |
|
|
2022
Q3 | $32.9M | Buy |
3,181,525
+183,580
| +6% | +$1.9M | 5.51% | 5 |
|
|
2022
Q2 | $32.1M | Buy |
2,997,945
+206,250
| +7% | +$2.21M | 5.37% | 5 |
|
|
2022
Q1 | $37.6M | Buy |
+2,791,695
| New | +$37.6M | 5.71% | 4 |
|