Sunbelt Securities’s SoFi Next 500 ETF SFYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131 | Buy |
+9
| New | +$131 | ﹤0.01% | 1758 |
|
|
2025
Q1 | – | Sell |
-9
| Closed | -$130 | – | 1892 |
|
|
2024
Q4 | $130 | Hold |
9
| – | – | ﹤0.01% | 1764 |
|
|
2024
Q3 | $128 | Hold |
9
| – | – | ﹤0.01% | 1802 |
|
|
2024
Q2 | $120 | Hold |
9
| – | – | ﹤0.01% | 1721 |
|
|
2024
Q1 | $126 | Hold |
9
| – | – | ﹤0.01% | 1690 |
|
|
2023
Q4 | $115 | Hold |
9
| – | – | ﹤0.01% | 1656 |
|
|
2023
Q3 | $106 | Hold |
9
| – | – | ﹤0.01% | 1721 |
|
|
2023
Q2 | $110 | Hold |
9
| – | – | ﹤0.01% | 1657 |
|
|
2023
Q1 | $101 | Buy |
+9
| New | +$101 | ﹤0.01% | 1613 |
|