Wells Fargo’s SoFi Next 500 ETF SFYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14 | Sell |
1
-63
| -98% | -$882 | ﹤0.01% | 6405 |
|
|
2025
Q1 | $863 | Buy |
64
+63
| +6,300% | +$850 | ﹤0.01% | 5779 |
|
|
2024
Q4 | $15 | Buy |
+1
| New | +$15 | ﹤0.01% | 6253 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$19 | – | 6372 |
|
|
2024
Q2 | $19 | Hold |
1
| – | – | ﹤0.01% | 6149 |
|
|
2024
Q1 | $13 | Hold |
1
| – | – | ﹤0.01% | 6845 |
|
|
2023
Q4 | $10 | Hold |
1
| – | – | ﹤0.01% | 6948 |
|
|
2023
Q3 | $10 | Hold |
1
| – | – | ﹤0.01% | 7015 |
|
|
2023
Q2 | $17 | Buy |
+1
| New | +$17 | ﹤0.01% | 7026 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$11 | – | 7273 |
|
|
2022
Q4 | $11 | Hold |
1
| – | – | ﹤0.01% | 7042 |
|
|
2022
Q3 | $0 | Sell |
1
-179
| -99% | – | ﹤0.01% | 6933 |
|
|
2022
Q2 | $2K | Buy |
180
+179
| +17,900% | +$1.99K | ﹤0.01% | 6070 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 7160 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 7146 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 7065 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6957 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6889 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 6564 |
|
|
2020
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 6407 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 6322 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 6292 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6171 |
|