A detailed history of Raymond James & Associates transactions in Tidal ETF Tr Sofi 500 ETF stock. As of the latest transaction made, Raymond James & Associates holds 12,566 shares of SFY stock, worth $1.37 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,566
Previous 12,231 2.74%
Holding current value
$1.37 Million
Previous $242,000 7.85%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$18.31 - $20.82 $6,133 - $6,974
335 Added 2.74%
12,566 $261,000
Q1 2024

Apr 22, 2024

BUY
$16.61 - $18.63 $4,102 - $4,601
247 Added 2.06%
12,231 $227,000
Q4 2023

Jan 16, 2024

SELL
$14.59 - $17.08 $9,323 - $10,914
-639 Reduced 5.06%
11,984 $203,000
Q3 2023

Oct 24, 2023

BUY
$15.18 - $16.24 $18,580 - $19,877
1,224 Added 10.74%
12,623 $193,000
Q2 2023

Jul 25, 2023

BUY
$14.11 - $15.69 $18,498 - $20,569
1,311 Added 13.0%
11,399 $178,000
Q1 2023

Apr 14, 2023

BUY
$13.16 - $14.65 $132,758 - $147,789
10,088 New
10,088 $145,000

Others Institutions Holding SFY

About TIDAL ETF TR SOFI 500 ETF


  • Ticker SFY
  • Sector ETFs
  • Industry ETFs
More about SFY
Track This Portfolio

Track Raymond James & Associates Portfolio

Follow Raymond James & Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Raymond James & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Raymond James & Associates with notifications on news.