LFA
Legend Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
56,025
+879
| +2% | +$210K | 8.88% | 3 |
|
|
2025
Q1 | $10.4M | Buy |
55,146
+5,132
| +10% | +$966K | 7.62% | 3 |
|
|
2024
Q4 | $10.8M | Sell |
50,014
-494
| -1% | -$106K | 7.6% | 4 |
|
|
2024
Q3 | $11.6M | Sell |
50,508
-1,124
| -2% | -$259K | 8.04% | 4 |
|
|
2024
Q2 | $12.7M | Sell |
51,632
-3,226
| -6% | -$796K | 9.04% | 2 |
|
|
2024
Q1 | $12.4M | Buy |
54,858
+36,696
| +202% | +$8.29M | 8.98% | 2 |
|
|
2023
Q4 | $10.5M | Sell |
18,162
-342
| -2% | -$197K | 8.41% | 4 |
|
|
2023
Q3 | $8.76M | Sell |
18,504
-226
| -1% | -$107K | 7.48% | 4 |
|
|
2023
Q2 | $9.5M | Sell |
18,730
-3,022
| -14% | -$1.53M | 7.93% | 4 |
|
|
2023
Q1 | $9.67M | Buy |
21,752
+67
| +0.3% | +$29.8K | 8.12% | 3 |
|
|
2022
Q4 | $7.55M | Sell |
21,685
-34
| -0.2% | -$11.8K | 6.6% | 5 |
|
|
2022
Q3 | $6.92M | Sell |
21,719
-653
| -3% | -$208K | 6.5% | 5 |
|
|
2022
Q2 | $7.82M | Sell |
22,372
-14,140
| -39% | -$4.94M | 8.08% | 4 |
|
|
2022
Q1 | $16.3M | Buy |
36,512
+1,388
| +4% | +$619K | 10.34% | 4 |
|
|
2021
Q4 | $19M | Sell |
35,124
-1,388
| -4% | -$753K | 13.29% | 2 |
|
|
2021
Q3 | $16.3M | Buy |
36,512
+2,713
| +8% | +$1.21M | 10.34% | 4 |
|
|
2021
Q2 | $15.4M | Buy |
33,799
+31,056
| +1,132% | +$14.1M | 9.88% | 5 |
|
|
2021
Q1 | $1.16M | Sell |
2,743
-33,251
| -92% | -$14.1M | 8.82% | 5 |
|
|
2020
Q4 | $13.6M | Sell |
35,994
-10,459
| -23% | -$3.97M | 11.06% | 5 |
|
|
2020
Q3 | $14.2M | Sell |
46,453
-6,207
| -12% | -$1.89M | 11.19% | 5 |
|
|
2020
Q2 | $14.3M | Sell |
52,660
-558
| -1% | -$151K | 8.97% | 5 |
|
|
2020
Q1 | $10.9M | Sell |
53,218
-71
| -0.1% | -$14.6K | 9.81% | 7 |
|
|
2019
Q4 | $13.4M | Sell |
53,289
-1,419
| -3% | -$356K | 11.43% | 3 |
|
|
2019
Q3 | $11.6M | Buy |
54,708
+191
| +0.4% | +$40.4K | 9.83% | 4 |
|
|
2019
Q2 | $10.8M | Sell |
54,517
-3,219
| -6% | -$639K | 9.53% | 4 |
|
|
2019
Q1 | $10.9M | Sell |
57,736
-566
| -1% | -$107K | 12.02% | 3 |
|
|
2018
Q4 | $9.15M | Buy |
+58,302
| New | +$9.15M | 13.41% | 2 |
|