Sunbelt Securities’s SoFi Next 500 ETF SFYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$131 Buy
2025
Q1
Sell
2024
Q4
$130 Hold
2024
Q3
$128 Hold
2024
Q2
$120 Hold
2024
Q1
$126 Hold
2023
Q4
$115 Hold
2023
Q3
$106 Hold
2023
Q2
$110 Hold
2023
Q1
$101 Buy