Sowell Financial Services’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 | $3.92M | Buy |
16,419
+5,664
| +53% | +$1.35M | 0.16% | 133 |
|
|
2025
Q1 | $2.02M | Buy |
+10,755
| New | +$2.02M | 0.09% | 236 |
|
|
2024
Q4 | – | Sell |
-14,785
| Closed | -$3.41M | – | 591 |
|
|
2024
Q3 | $3.41M | Sell |
14,785
-1,037
| -7% | -$239K | 0.16% | 142 |
|
|
2024
Q2 | $3.9M | Buy |
15,822
+4,434
| +39% | +$1.09M | 0.19% | 130 |
|
|
2024
Q1 | $2.57M | Buy |
+11,388
| New | +$2.57M | 0.12% | 179 |
|
|
2023
Q2 | – | Sell |
-13,332
| Closed | -$1.98M | – | 789 |
|
|
2023
Q1 | $1.98M | Buy |
+13,332
| New | +$1.98M | 0.15% | 152 |
|
|
2021
Q2 | – | Sell |
-17,109
| Closed | -$2.38M | – | 2399 |
|
|
2021
Q1 | $2.38M | Sell |
17,109
-684
| -4% | -$95K | 0.08% | 217 |
|
|
2020
Q4 | $2.25M | Buy |
17,793
+504
| +3% | +$63.7K | 0.1% | 189 |
|
|
2020
Q3 | $1.76M | Buy |
17,289
+7,824
| +83% | +$794K | 0.09% | 199 |
|
|
2020
Q2 | $855K | Buy |
9,465
+8,979
| +1,848% | +$811K | 0.05% | 315 |
|
|
2020
Q1 | $33K | Sell |
486
-1,029
| -68% | -$69.9K | ﹤0.01% | 1204 |
|
|
2019
Q4 | $127K | Buy |
1,515
+1,089
| +256% | +$91.3K | 0.01% | 837 |
|
|
2019
Q3 | $30K | Buy |
+426
| New | +$30K | ﹤0.01% | 1146 |
|