Corient Private Wealth’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.17M Sell
24,439
-24,811
-50% -$1.44M ﹤0.01% 1567
2025
Q4
$2.07M Buy
49,250
+17,585
+56% +$734K ﹤0.01% 1514
2025
Q3
$1.1M Buy
31,665
+349
+1% +$9.72K ﹤0.01% 1387
2025
Q2
$786K Buy
31,316
+172
+0.6% +$2.77K ﹤0.01% 1475
2025
Q1
$497K Buy
31,144
+770
+3% +$19.5K ﹤0.01% 1602
2024
Q4
$830K Buy
30,374
+4,074
+15% +$130K ﹤0.01% 1385
2024
Q3
$965K Buy
26,300
+1,995
+8% +$81.7K ﹤0.01% 1420
2024
Q2
$1.35M Buy
24,305
+1,935
+9% +$90.1K ﹤0.01% 1205
2024
Q1
$1.04M Buy
22,370
+10,543
+89% +$405K ﹤0.01% 1302
2023
Q4
$371K Hold
11,827
﹤0.01% 1763
2023
Q3
$223K Buy
11,827
+220
+2% +$5.04K ﹤0.01% 1868
2023
Q2
$288K Hold
11,607
﹤0.01% 1718
2023
Q1
$212K Hold
11,607
﹤0.01% 1775
2022
Q4
$112K Buy
+11,607
New +$122K ﹤0.01% 1560

Other funds holding SOXL