Teamwork Financial Advisors’s SoFi Select 500 ETF SFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.86M | Sell |
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|
2025
Q2 | $2.9M | Sell |
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|
2025
Q1 | $2.55M | Sell |
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|
2024
Q4 | $2.88M | Sell |
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|
2024
Q3 | $2.77M | Sell |
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|
2024
Q2 | $2.75M | Sell |
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|
2024
Q1 | $2.81M | Sell |
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|
2023
Q4 | $2.56M | Sell |
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|
2023
Q3 | $2.36M | Sell |
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|
2023
Q2 | $2.44M | Sell |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $2.07M | Buy |
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|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $554K | Sell |
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|
2021
Q4 | $614K | Buy |
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $218K | Buy |
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