Teamwork Financial Advisors’s SoFi Select 500 ETF SFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Sell |
24,526
-474
| -2% | -$56K | 0.34% | 49 |
|
|
2025
Q1 | $2.55M | Sell |
25,000
-1,475
| -6% | -$150K | 0.34% | 54 |
|
|
2024
Q4 | $2.88M | Sell |
26,475
-149
| -0.6% | -$16.2K | 0.37% | 47 |
|
|
2024
Q3 | $2.77M | Sell |
26,624
-1,083
| -4% | -$113K | 0.38% | 46 |
|
|
2024
Q2 | $2.75M | Sell |
27,707
-2,454
| -8% | -$244K | 0.41% | 48 |
|
|
2024
Q1 | $2.81M | Sell |
30,161
-96
| -0.3% | -$8.94K | 0.43% | 45 |
|
|
2023
Q4 | $2.56M | Sell |
30,257
-636
| -2% | -$53.9K | 0.44% | 41 |
|
|
2023
Q3 | $2.36M | Sell |
30,893
-213
| -0.7% | -$16.3K | 0.39% | 44 |
|
|
2023
Q2 | $2.44M | Sell |
31,106
-176
| -0.6% | -$13.8K | 0.4% | 45 |
|
|
2023
Q1 | $2.26M | Buy |
31,282
+164
| +0.5% | +$11.8K | 0.42% | 45 |
|
|
2022
Q4 | $2.07M | Buy |
31,118
+2,071
| +7% | +$138K | 0.42% | 39 |
|
|
2022
Q3 | $1.85M | Buy |
29,047
+11,430
| +65% | +$728K | 0.4% | 41 |
|
|
2022
Q2 | $1.16M | Buy |
17,617
+10,854
| +160% | +$715K | 0.25% | 73 |
|
|
2022
Q1 | $554K | Sell |
6,763
-251
| -4% | -$20.6K | 0.1% | 165 |
|
|
2021
Q4 | $614K | Buy |
7,014
+3,192
| +84% | +$279K | 0.11% | 170 |
|
|
2021
Q3 | $305K | Buy |
3,822
+1,070
| +39% | +$85.4K | 0.06% | 209 |
|
|
2021
Q2 | $218K | Buy |
+2,752
| New | +$218K | 0.04% | 230 |
|