Intrepid Financial Planning Group’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
Q1 | – | Sell |
-8,798
| Closed | -$240K | – | 124 |
|
|
2024
Q4 | $240K | Sell |
8,798
-2,705
| -24% | -$73.9K | 0.1% | 107 |
|
|
2024
Q3 | $422K | Hold |
11,503
| – | – | 0.18% | 80 |
|
|
2024
Q2 | $637K | Sell |
11,503
-970
| -8% | -$53.7K | 0.27% | 56 |
|
|
2024
Q1 | $580K | Buy |
12,473
+610
| +5% | +$28.4K | 0.25% | 64 |
|
|
2023
Q4 | $372K | Sell |
11,863
-1,500
| -11% | -$47.1K | 0.18% | 80 |
|
|
2023
Q3 | $252K | Hold |
13,363
| – | – | 0.13% | 94 |
|
|
2023
Q2 | $332K | Hold |
13,363
| – | – | 0.16% | 83 |
|
|
2023
Q1 | $245K | Sell |
13,363
-30
| -0.2% | -$549 | 0.12% | 97 |
|
|
2022
Q4 | $130K | Sell |
13,393
-67
| -0.5% | -$648 | 0.07% | 106 |
|
|
2022
Q3 | $119K | Hold |
13,460
| – | – | 0.07% | 101 |
|
|
2022
Q2 | $176K | Buy |
+13,460
| New | +$176K | 0.1% | 94 |
|