KKM Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.93M Sell
12,247
-5,603
-31% -$1.34M 1.02% 43
2025
Q1
$3.37M Sell
17,850
-1,939
-10% -$366K 1.43% 16
2024
Q4
$4.27M Buy
19,789
+379
+2% +$81.8K 1.78% 10
2024
Q3
$4.48M Sell
19,410
-4,253
-18% -$981K 2.21% 5
2024
Q2
$6.75M Sell
23,663
-5,072
-18% -$1.45M 3.2% 2
2024
Q1
$6.49M Buy
28,735
+12,478
+77% +$2.82M 3.16% 2
2023
Q4
$3.12M Buy
+16,257
New +$3.12M 1.97% 7