SFS
Summit Financial Strategies’s Direxion Daily S&P 500 Bull 3x Shares SPXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
3,088
-154
| -5% | -$26.7K | 0.05% | 84 |
|
|
2025
Q1 | $455K | Hold |
3,242
| – | – | 0.05% | 90 |
|
|
2024
Q4 | $547K | Sell |
3,242
-43
| -1% | -$7.25K | 0.06% | 77 |
|
|
2024
Q3 | $539K | Buy |
3,285
+209
| +7% | +$34.3K | 0.06% | 76 |
|
|
2024
Q2 | $449K | Sell |
3,076
-200
| -6% | -$29.2K | 0.06% | 84 |
|
|
2024
Q1 | $439K | Hold |
3,276
| – | – | 0.06% | 85 |
|
|
2023
Q4 | $341K | Sell |
3,276
-1,777
| -35% | -$185K | 0.05% | 99 |
|
|
2023
Q3 | $395K | Hold |
5,053
| – | – | 0.08% | 79 |
|
|
2023
Q2 | $455K | Hold |
5,053
| – | – | 0.08% | 69 |
|
|
2023
Q1 | $370K | Hold |
5,053
| – | – | 0.07% | 83 |
|
|
2022
Q4 | $314K | Buy |
5,053
+250
| +5% | +$15.5K | 0.07% | 89 |
|
|
2022
Q3 | $257K | Hold |
4,803
| – | – | 0.06% | 99 |
|
|
2022
Q2 | $315K | Buy |
4,803
+1,080
| +29% | +$70.8K | 0.07% | 80 |
|
|
2022
Q1 | $446K | Buy |
3,723
+567
| +18% | +$67.9K | 0.09% | 68 |
|
|
2021
Q4 | $453K | Sell |
3,156
-885
| -22% | -$127K | 0.09% | 68 |
|
|
2021
Q3 | $432K | Sell |
4,041
-124
| -3% | -$13.3K | 0.08% | 69 |
|
|
2021
Q2 | $444K | Hold |
4,165
| – | – | 0.09% | 70 |
|
|
2021
Q1 | $354K | Buy |
4,165
+200
| +5% | +$17K | 0.13% | 47 |
|
|
2020
Q4 | $286K | Sell |
3,965
-924
| -19% | -$66.6K | 0.1% | 67 |
|
|
2020
Q3 | $257K | Hold |
4,889
| – | – | 0.1% | 64 |
|
|
2020
Q2 | $204K | Buy |
+4,889
| New | +$204K | 0.09% | 66 |
|
|
2020
Q1 | – | Sell |
-5,120
| Closed | -$338K | – | 69 |
|
|
2019
Q4 | $338K | Hold |
5,120
| – | – | 0.17% | 44 |
|
|
2019
Q3 | $268K | Buy |
5,120
+1,122
| +28% | +$58.7K | 0.13% | 48 |
|
|
2019
Q2 | $205K | Sell |
3,998
-1,572
| -28% | -$80.6K | 0.1% | 58 |
|
|
2019
Q1 | $260K | Buy |
+5,570
| New | +$260K | 0.13% | 46 |
|
|
2018
Q4 | – | Sell |
-5,348
| Closed | -$291K | – | 65 |
|
|
2018
Q3 | $291K | Hold |
5,348
| – | – | 0.13% | 39 |
|
|
2018
Q2 | $238K | Hold |
5,348
| – | – | 0.12% | 47 |
|
|
2018
Q1 | $221K | Buy |
5,348
+480
| +10% | +$19.8K | 0.11% | 48 |
|
|
2017
Q4 | $216K | Buy |
+4,868
| New | +$216K | 0.11% | 52 |
|