Lowery Thomas LLC’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
$323K Buy
1,354
+3
+0.2% +$716 0.21% 47
2025
Q1
$254K Buy
1,351
+402
+42% +$75.6K 0.17% 52
2024
Q4
$204K Buy
949
+2
+0.2% +$431 0.13% 56
2024
Q3
$218K Buy
947
+77
+9% +$17.8K 0.15% 50
2024
Q2
$215K Sell
870
-29
-3% -$7.15K 0.16% 45
2024
Q1
$203K Buy
+899
New +$203K 0.16% 45
2022
Q3
Sell
-2,103
Closed -$245K 43
2022
Q2
$245K Buy
+2,103
New +$245K 0.23% 43