United Capital Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

United Capital Financial Advisors’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.79M	Sell	15,892 -2,937	-16%	-$701K	0.03%	317
2025 Q1	$3.54M	Sell	18,829 -1,257	-6%	-$237K	0.03%	321
2024 Q4	$4.33M	Sell	20,086 -1,921	-9%	-$414K	0.04%	284
2024 Q3	$5.07M	Sell	22,007 -251	-1%	-$57.9K	0.04%	262
2024 Q2	$5.49M	Sell	22,258 -3,403	-13%	-$839K	0.05%	247
2024 Q1	$5.8M	Sell	25,661 -21,289	-45%	-$4.81M	0.05%	258
2023 Q4	$9.02M	Sell	46,950 -115,143	-71%	-$22.1M	0.07%	201
2023 Q3	$25.6M	Sell	162,093 -6,003	-4%	-$948K	0.17%	122
2023 Q2	$28.4M	Sell	168,096 -3,654	-2%	-$618K	0.16%	122
2023 Q1	$25.5M	Sell	171,750 -9,816	-5%	-$1.45M	0.14%	138
2022 Q4	$21.1M	Sell	181,566 -1,707	-0.9%	-$198K	0.12%	169
2022 Q3	$19.5M	Sell	183,273 -6,285	-3%	-$668K	0.12%	166
2022 Q2	$22.1M	Sell	189,558 -3,039	-2%	-$354K	0.12%	161
2022 Q1	$30.4M	Sell	192,597 -1,272	-0.7%	-$201K	0.15%	140
2021 Q4	$35M	Sell	193,869 -4,134	-2%	-$747K	0.16%	131
2021 Q3	$29.4M	Sell	198,003 -378	-0.2%	-$56.2K	0.15%	142
2021 Q2	$30M	Buy	198,381 +549	+0.3%	+$83.1K	0.15%	141
2021 Q1	$28M	Buy	197,832 +342	+0.2%	+$48.3K	0.15%	144
2020 Q4	$25M	Sell	197,490 -3,081	-2%	-$389K	0.15%	154
2020 Q3	$20.4M	Sell	200,571 -4,542	-2%	-$461K	0.13%	168
2020 Q2	$18.5M	Sell	205,113 -6,576	-3%	-$594K	0.13%	170
2020 Q1	$14.5M	Sell	211,689 -957	-0.5%	-$65.5K	0.12%	189
2019 Q4	$17.8M	Sell	212,646 -3,141	-1%	-$263K	0.11%	219
2019 Q3	$15.2M	Sell	215,787 -5,001	-2%	-$352K	0.11%	230
2019 Q2	$14.6M	Sell	220,788 -8,022	-4%	-$531K	0.1%	230
2019 Q1	$14.5M	Sell	228,810 -6,960	-3%	-$440K	0.1%	225
2018 Q4	$12.3M	Sell	235,770 -1,374	-0.6%	-$71.9K	0.1%	224
2018 Q3	$14.6M	Buy	237,144 +1,380	+0.6%	+$85.1K	0.1%	218
2018 Q2	$14M	Buy	235,764 +1,830	+0.8%	+$109K	0.1%	215
2018 Q1	$14M	Sell	233,934 -6,906	-3%	-$414K	0.11%	213
2017 Q4	$13.6M	Sell	240,840 -6,897	-3%	-$390K	0.11%	228
2017 Q3	$13.1M	Sell	247,737 -6,429	-3%	-$340K	0.11%	222
2017 Q2	$11.9M	Sell	254,166 -3,978	-2%	-$186K	0.11%	229
2017 Q1	$11.8M	Sell	258,144 -8,667	-3%	-$395K	0.11%	222
2016 Q4	$10.9M	Sell	266,811 -8,154	-3%	-$334K	0.11%	229
2016 Q3	$10.4M	Sell	274,965 -3,438	-1%	-$129K	0.1%	247
2016 Q2	$8.72M	Buy	278,403 +987	+0.4%	+$30.9K	0.09%	271
2016 Q1	$8.47M	Sell	277,416 -1,434	-0.5%	-$43.8K	0.09%	238
2015 Q4	$8.35M	Buy	278,850 +825	+0.3%	+$24.7K	0.1%	241
2015 Q3	$7.55M	Sell	278,025 -2,400	-0.9%	-$65.2K	0.09%	234
2015 Q2	$8.61M	Sell	280,425 -7,098	-2%	-$218K	0.1%	244
2015 Q1	$8.9M	Buy	+287,523	New	+$8.9M	0.11%	234