Westwood Wealth Management’s Direxion Daily Semiconductor Bull 3X Shares SOXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.64M | Buy |
304,070
+72,825
| +31% | +$1.83M | 2.57% | 10 |
|
|
2025
Q1 | $3.69M | Buy |
231,245
+2,800
| +1% | +$44.7K | 1.59% | 12 |
|
|
2024
Q4 | $6.24M | Sell |
228,445
-28,275
| -11% | -$772K | 2.25% | 10 |
|
|
2024
Q3 | $9.42M | Buy |
256,720
+29,750
| +13% | +$1.09M | 3.69% | 8 |
|
|
2024
Q2 | $12.6M | Buy |
226,970
+8,655
| +4% | +$479K | 4.68% | 5 |
|
|
2024
Q1 | $10.2M | Buy |
+218,315
| New | +$10.2M | 4.97% | 6 |
|
|
2023
Q4 | – | Sell |
-188,290
| Closed | -$3.55M | – | 38 |
|
|
2023
Q3 | $3.55M | Buy |
188,290
+9,500
| +5% | +$179K | 2.35% | 9 |
|
|
2023
Q2 | $4.44M | Buy |
178,790
+8,825
| +5% | +$219K | 3.13% | 6 |
|
|
2023
Q1 | $3.11M | Buy |
169,965
+76,275
| +81% | +$1.4M | 2.77% | 7 |
|
|
2022
Q4 | $906K | Buy |
93,690
+51,799
| +124% | +$501K | 1.09% | 21 |
|
|
2022
Q3 | $371K | Buy |
41,891
+19,750
| +89% | +$175K | 0.33% | 30 |
|
|
2022
Q2 | $290K | Buy |
+22,141
| New | +$290K | 0.33% | 36 |
|