Corient Private Wealth’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
$794K Buy
31,601
+457
+1% +$11.5K ﹤0.01% 1549
2025
Q1
$497K Buy
31,144
+770
+3% +$12.3K ﹤0.01% 1599
2024
Q4
$830K Buy
30,374
+4,074
+15% +$111K ﹤0.01% 1385
2024
Q3
$965K Buy
26,300
+1,995
+8% +$73.2K ﹤0.01% 1395
2024
Q2
$1.35M Buy
24,305
+1,935
+9% +$107K ﹤0.01% 1201
2024
Q1
$1.04M Buy
22,370
+10,543
+89% +$491K ﹤0.01% 1298
2023
Q4
$371K Hold
11,827
﹤0.01% 1761
2023
Q3
$223K Buy
11,827
+220
+2% +$4.15K ﹤0.01% 1863
2023
Q2
$288K Hold
11,607
﹤0.01% 1711
2023
Q1
$212K Hold
11,607
﹤0.01% 1765
2022
Q4
$112K Buy
+11,607
New +$112K ﹤0.01% 1556