Legend Financial Advisors, Inc. SOXX Holdings History
Legend Financial Advisors, Inc.'s iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary
As of 2025-06-30, Legend Financial Advisors, Inc. held 56,025.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $13.37 Mil. This investment constitutes 8.88% of their stock portfolio, and Legend Financial Advisors, Inc. now holds 0.1% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.
The initial trade took place in 2018Q4. And since then Legend Financial Advisors, Inc. has made 8 purchases of SOXX, at an average price of $91.21, for a total of 287,534.00 shares. In addition, there have been 18 sales at an average price of $128.42 for 231,509.00 shares. Based on historical transaction data and SOXX's current price of $243.61, Legend Financial Advisors, Inc.'s estimated gain on his SOXX holdings is $17.15 Mil, reflecting a 65.40% gain to date.
Legend Financial Advisors, Inc. SOXX ($243.61) Holding Chart
Legend Financial Advisors, Inc. SOXX ($243.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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