Nations Financial Group’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 | $485K | Buy |
2,032
+175
| +9% | +$41.8K | 0.03% | 460 |
|
|
2025
Q1 | $349K | Sell |
1,857
-1,674
| -47% | -$315K | 0.03% | 504 |
|
|
2024
Q4 | $761K | Buy |
3,531
+147
| +4% | +$31.7K | 0.06% | 340 |
|
|
2024
Q3 | $780K | Sell |
3,384
-277
| -8% | -$63.9K | 0.06% | 327 |
|
|
2024
Q2 | $903K | Sell |
3,661
-86
| -2% | -$21.2K | 0.07% | 277 |
|
|
2024
Q1 | $847K | Sell |
3,747
-858
| -19% | -$194K | 0.07% | 289 |
|
|
2023
Q4 | $884K | Buy |
4,605
+237
| +5% | +$45.5K | 0.08% | 266 |
|
|
2023
Q3 | $690K | Sell |
4,368
-1,119
| -20% | -$177K | 0.07% | 293 |
|
|
2023
Q2 | $928K | Sell |
5,487
-105
| -2% | -$17.8K | 0.09% | 254 |
|
|
2023
Q1 | $829K | Buy |
5,592
+1,293
| +30% | +$192K | 0.09% | 259 |
|
|
2022
Q4 | $499K | Buy |
4,299
+1,716
| +66% | +$199K | 0.06% | 356 |
|
|
2022
Q3 | $275K | Hold |
2,583
| – | – | 0.04% | 415 |
|
|
2022
Q2 | $301K | Buy |
2,583
+261
| +11% | +$30.4K | 0.04% | 410 |
|
|
2022
Q1 | $366K | Buy |
+2,322
| New | +$366K | 0.04% | 380 |
|