UBS Group’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 | $95K | Buy |
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|
2025
Q1 | $38.8K | Buy |
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|
2024
Q4 | $1.2K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $30.4K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $5.97K | Sell |
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|
2022
Q4 | $5.92K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $16K | Buy |
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|
2021
Q4 | $9K | Sell |
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|
2021
Q3 | $26K | Buy |
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|
2021
Q2 | $4K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $10K | Buy |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $3K | Sell |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $3K | Buy |
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