Wedbush Securities’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 | $1.27M | Buy |
10,784
+260
| +2% | +$30.7K | 0.04% | 344 |
|
|
2025
Q1 | $1.07M | Buy |
10,524
+920
| +10% | +$93.8K | 0.04% | 374 |
|
|
2024
Q4 | $1.05M | Buy |
9,604
+2,789
| +41% | +$303K | 0.04% | 365 |
|
|
2024
Q3 | $708K | Buy |
6,815
+427
| +7% | +$44.4K | 0.03% | 480 |
|
|
2024
Q2 | $634K | Hold |
6,388
| – | – | 0.02% | 529 |
|
|
2024
Q1 | $595K | Buy |
6,388
+805
| +14% | +$75K | 0.02% | 579 |
|
|
2023
Q4 | $473K | Buy |
5,583
+795
| +17% | +$67.4K | 0.02% | 571 |
|
|
2023
Q3 | $366K | Buy |
4,788
+1,120
| +31% | +$85.6K | 0.02% | 640 |
|
|
2023
Q2 | $287K | Buy |
3,668
+745
| +25% | +$58.3K | 0.01% | 778 |
|
|
2023
Q1 | $211K | Buy |
+2,923
| New | +$211K | 0.01% | 916 |
|