AE Wealth Management’s Direxion Daily Semiconductor Bull 3X Shares SOXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9K | Buy |
1,192
+160
| +16% | +$4.02K | ﹤0.01% | 1691 |
|
|
2025
Q1 | $16.5K | Sell |
1,032
-45
| -4% | -$718 | ﹤0.01% | 1779 |
|
|
2024
Q4 | $29.4K | Buy |
+1,077
| New | +$29.4K | ﹤0.01% | 1649 |
|
|
2024
Q1 | – | Sell |
-11,769
| Closed | -$400K | – | 1859 |
|
|
2023
Q4 | $400K | Sell |
11,769
-981
| -8% | -$33.4K | ﹤0.01% | 1562 |
|
|
2023
Q3 | $241K | Buy |
12,750
+3,302
| +35% | +$62.3K | ﹤0.01% | 1704 |
|
|
2023
Q2 | $235K | Buy |
+9,448
| New | +$235K | ﹤0.01% | 1687 |
|
|
2022
Q2 | – | Sell |
-6,748
| Closed | -$262K | – | 1825 |
|
|
2022
Q1 | $262K | Buy |
6,748
+62
| +0.9% | +$2.41K | ﹤0.01% | 1477 |
|
|
2021
Q4 | $455K | Buy |
6,686
+560
| +9% | +$38.1K | ﹤0.01% | 1279 |
|
|
2021
Q3 | $245K | Sell |
6,126
-45
| -0.7% | -$1.8K | ﹤0.01% | 1445 |
|
|
2021
Q2 | $275K | Buy |
6,171
+131
| +2% | +$5.84K | ﹤0.01% | 1375 |
|
|
2021
Q1 | $231K | Buy |
+6,040
| New | +$231K | ﹤0.01% | 1350 |
|