EP Wealth Advisors’s Direxion Daily Semiconductor Bull 3X Shares SOXL Stock Holding History

EP Wealth Advisors’s Portfolio SOXL Stock Details SOXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$748K	Buy
2025 Q1	$469K	Hold
2024 Q4	$802K	Hold
2024 Q3	$1.08M	Hold
2024 Q2	$1.63M	Hold
2024 Q1	$1.37M	Sell
2023 Q4	$1.97M	Sell
2023 Q3	$2.9M	Buy