A detailed history of Morgan Stanley transactions in Tidal ETF Tr Sofi 500 ETF stock. As of the latest transaction made, Morgan Stanley holds 5,489 shares of SFY stock, worth $113,786. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,489
Previous 3,048 80.09%
Holding current value
$113,786
Previous $56,000 94.64%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$17.63 - $20.15 $43,034 - $49,186
2,441 Added 80.09%
5,489 $109,000
Q1 2024

Aug 16, 2024

BUY
$16.61 - $18.63 $7,175 - $8,048
432 Added 16.51%
3,048 $56,000
Q1 2024

May 15, 2024

BUY
$16.61 - $18.63 $7,175 - $8,048
432 Added 16.51%
3,048 $56,000
Q4 2023

Aug 16, 2024

SELL
$14.59 - $17.08 $41,917 - $49,070
-2,873 Reduced 52.34%
2,616 $44,000
Q4 2023

Feb 13, 2024

SELL
$14.59 - $17.08 $147,694 - $172,900
-10,123 Reduced 79.46%
2,616 $44,000
Q3 2023

Nov 15, 2023

BUY
$15.18 - $16.24 $164,657 - $176,155
10,847 Added 573.31%
12,739 $194,000
Q1 2023

May 15, 2023

SELL
$13.16 - $14.65 $6,580 - $7,325
-500 Reduced 20.9%
1,892 $27,000
Q3 2022

Nov 14, 2022

BUY
$12.73 - $15.2 $12,819 - $15,306
1,007 Added 72.71%
2,392 $30,000
Q2 2022

Oct 27, 2022

SELL
$12.9 - $16.65 $64,500 - $83,250
-5,000 Reduced 78.31%
1,385 $18,000
Q2 2022

Aug 15, 2022

SELL
$12.9 - $16.65 $64,500 - $83,250
-5,000 Reduced 78.31%
1,385 $18,000
Q1 2022

Oct 27, 2022

BUY
$14.82 - $17.63 $74,100 - $88,150
5,000 Added 361.01%
6,385 $105,000
Q1 2022

May 13, 2022

SELL
$14.82 - $17.63 $6,091 - $7,245
-411 Reduced 6.05%
6,385 $105,000
Q4 2021

Feb 14, 2022

BUY
$15.86 - $17.7 $107,784 - $120,289
6,796 New
6,796 $119,000

Others Institutions Holding SFY

About TIDAL ETF TR SOFI 500 ETF


  • Ticker SFY
  • Sector ETFs
  • Industry ETFs
More about SFY
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