Allie Family Office’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Hold |
1,338
| – | – | 0.16% | 61 |
|
|
2025
Q1 | $252K | Sell |
1,338
-1,191
| -47% | -$224K | 0.14% | 78 |
|
|
2024
Q4 | $545K | Hold |
2,529
| – | – | 0.3% | 46 |
|
|
2024
Q3 | $583K | Hold |
2,529
| – | – | 0.31% | 47 |
|
|
2024
Q2 | $624K | Hold |
2,529
| – | – | 0.38% | 43 |
|
|
2024
Q1 | $571K | Sell |
2,529
-435
| -15% | -$98.3K | 0.34% | 44 |
|
|
2023
Q4 | $569K | Hold |
2,964
| – | – | 0.39% | 37 |
|
|
2023
Q3 | $470K | Hold |
2,964
| – | – | 0.38% | 36 |
|
|
2023
Q2 | $501K | Hold |
2,964
| – | – | 0.36% | 38 |
|
|
2023
Q1 | $439K | Hold |
2,964
| – | – | 0.33% | 48 |
|
|
2022
Q4 | $344K | Hold |
2,964
| – | – | 0.28% | 52 |
|
|
2022
Q3 | $315K | Hold |
2,964
| – | – | 0.27% | 52 |
|
|
2022
Q2 | $345K | Hold |
2,964
| – | – | 0.28% | 50 |
|
|
2022
Q1 | $468K | Hold |
2,964
| – | – | 0.36% | 45 |
|
|
2021
Q4 | $536K | Buy |
+2,964
| New | +$536K | 0.42% | 46 |
|