SFPG
Stonebridge Financial Planning Group’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
7,293
-576
| -7% | -$137K | 0.73% | 44 |
|
|
2025
Q1 | $1.48M | Sell |
7,869
-374
| -5% | -$70.4K | 0.68% | 46 |
|
|
2024
Q4 | $1.78M | Buy |
8,243
+41
| +0.5% | +$8.84K | 0.79% | 39 |
|
|
2024
Q3 | $1.89M | Sell |
8,202
-399
| -5% | -$92K | 0.9% | 33 |
|
|
2024
Q2 | $2.12M | Sell |
8,601
-24
| -0.3% | -$5.92K | 1.07% | 26 |
|
|
2024
Q1 | $1.95M | Buy |
8,625
+5,670
| +192% | +$1.28M | 1.03% | 27 |
|
|
2023
Q4 | $1.7M | Buy |
2,955
+990
| +50% | +$570K | 0.98% | 27 |
|
|
2023
Q3 | $931K | Hold |
1,965
| – | – | 0.6% | 49 |
|
|
2023
Q2 | $997K | Sell |
1,965
-165
| -8% | -$83.7K | 0.61% | 49 |
|
|
2023
Q1 | $947K | Sell |
2,130
-2,521
| -54% | -$1.12M | 0.61% | 52 |
|
|
2022
Q4 | $1.62M | Sell |
4,651
-809
| -15% | -$282K | 1.08% | 28 |
|
|
2022
Q3 | $1.74M | Sell |
5,460
-271
| -5% | -$86.4K | 1.22% | 25 |
|
|
2022
Q2 | $2M | Sell |
5,731
-1,172
| -17% | -$410K | 1.36% | 19 |
|
|
2022
Q1 | $3.27M | Buy |
6,903
+25
| +0.4% | +$11.8K | 1.83% | 16 |
|
|
2021
Q4 | $3.13M | Buy |
6,878
+408
| +6% | +$186K | 1.64% | 16 |
|
|
2021
Q3 | $3.2M | Buy |
6,470
+1,587
| +33% | +$784K | 1.56% | 19 |
|
|
2021
Q2 | $2.2M | Buy |
4,883
+527
| +12% | +$237K | 1.17% | 25 |
|
|
2021
Q1 | $1.93M | Buy |
4,356
+700
| +19% | +$310K | 1.13% | 27 |
|
|
2020
Q4 | $1.39M | Buy |
3,656
+20
| +0.6% | +$7.58K | 0.88% | 34 |
|
|
2020
Q3 | $1.18M | Buy |
3,636
+7
| +0.2% | +$2.28K | 0.85% | 33 |
|
|
2020
Q2 | $982K | Sell |
3,629
-140
| -4% | -$37.9K | 0.84% | 32 |
|
|
2020
Q1 | $838K | Sell |
3,769
-10
| -0.3% | -$2.22K | 0.84% | 33 |
|
|
2019
Q4 | $949K | Buy |
+3,779
| New | +$949K | 0.86% | 31 |
|