Creative Planning’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 | $844K | Buy |
33,622
+6,729
| +25% | +$169K | ﹤0.01% | 1998 |
|
|
2025
Q1 | $429K | Sell |
26,893
-389,388
| -94% | -$6.21M | ﹤0.01% | 2426 |
|
|
2024
Q4 | $11.4M | Buy |
416,281
+410,393
| +6,970% | +$11.2M | 0.01% | 409 |
|
|
2024
Q3 | $216K | Buy |
+5,888
| New | +$216K | ﹤0.01% | 2776 |
|
|
2023
Q3 | – | Sell |
-35,987
| Closed | -$894K | – | 2907 |
|
|
2023
Q2 | $894K | Sell |
35,987
-18,869
| -34% | -$469K | ﹤0.01% | 1185 |
|
|
2023
Q1 | $1M | Sell |
54,856
-1,994
| -4% | -$36.5K | ﹤0.01% | 1073 |
|
|
2022
Q4 | $550K | Buy |
56,850
+2,533
| +5% | +$24.5K | ﹤0.01% | 1369 |
|
|
2022
Q3 | $481K | Sell |
54,317
-1,588
| -3% | -$14.1K | ﹤0.01% | 1352 |
|
|
2022
Q2 | $732K | Buy |
55,905
+688
| +1% | +$9.01K | ﹤0.01% | 1109 |
|
|
2022
Q1 | $2.14M | Sell |
55,217
-1,368
| -2% | -$53K | ﹤0.01% | 694 |
|
|
2021
Q4 | $3.85M | Sell |
56,585
-1,405
| -2% | -$95.5K | 0.01% | 490 |
|
|
2021
Q3 | $2.32M | Buy |
57,990
+682
| +1% | +$27.3K | ﹤0.01% | 642 |
|
|
2021
Q2 | $2.55M | Sell |
57,308
-38,502
| -40% | -$1.72M | ﹤0.01% | 589 |
|
|
2021
Q1 | $3.66M | Buy |
95,810
+29,615
| +45% | +$1.13M | 0.01% | 488 |
|
|
2020
Q4 | $2.06M | Hold |
66,195
| – | – | ﹤0.01% | 653 |
|
|
2020
Q3 | $1.12M | Buy |
66,195
+5,415
| +9% | +$91.4K | ﹤0.01% | 749 |
|
|
2020
Q2 | $763K | Buy |
60,780
+18,165
| +43% | +$228K | ﹤0.01% | 835 |
|
|
2020
Q1 | $269K | Sell |
42,615
-82,800
| -66% | -$523K | ﹤0.01% | 1209 |
|
|
2019
Q4 | $2.3M | Sell |
125,415
-51,315
| -29% | -$940K | 0.01% | 471 |
|
|
2019
Q3 | $2.01M | Buy |
176,730
+122,400
| +225% | +$1.39M | 0.01% | 488 |
|
|
2019
Q2 | $537K | Buy |
54,330
+1,425
| +3% | +$14.1K | ﹤0.01% | 1034 |
|
|
2019
Q1 | $485K | Buy |
+52,905
| New | +$485K | ﹤0.01% | 1034 |
|
|
2018
Q4 | – | Sell |
-174,855
| Closed | -$1.8M | – | 1915 |
|
|
2018
Q3 | $1.8M | Sell |
174,855
-1,500
| -0.9% | -$15.5K | 0.01% | 508 |
|
|
2018
Q2 | $1.66M | Buy |
176,355
+1,350
| +0.8% | +$12.7K | 0.01% | 521 |
|
|
2018
Q1 | $1.78M | Buy |
+175,005
| New | +$1.78M | 0.01% | 493 |
|
|
2017
Q3 | – | Sell |
-17,610
| Closed | -$96K | – | 3355 |
|
|
2017
Q2 | $96K | Buy |
17,610
+2,610
| +17% | +$14.2K | ﹤0.01% | 2013 |
|
|
2017
Q1 | $78K | Hold |
15,000
| – | – | ﹤0.01% | 2116 |
|
|
2016
Q4 | $57K | Hold |
15,000
| – | – | ﹤0.01% | 2279 |
|
|
2016
Q3 | $48K | Hold |
15,000
| – | – | ﹤0.01% | 2380 |
|
|
2016
Q2 | $28K | Sell |
15,000
-15,000
| -50% | -$28K | ﹤0.01% | 2523 |
|
|
2016
Q1 | $54K | Hold |
30,000
| – | – | ﹤0.01% | 2035 |
|
|
2015
Q4 | $54K | Buy |
30,000
+15,000
| +100% | +$27K | ﹤0.01% | 2038 |
|
|
2015
Q3 | $21K | Buy |
+15,000
| New | +$21K | ﹤0.01% | 2682 |
|