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
Q3
Sell
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