Creative Planning’s Silicon Motion SIMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
+4,309
| New | +$324K | ﹤0.01% | 2828 |
|
|
2025
Q1 | – | Sell |
-127
| Closed | -$6.86K | – | 3662 |
|
|
2024
Q4 | $6.86K | Buy |
+127
| New | +$6.86K | ﹤0.01% | 3382 |
|
|
2024
Q3 | – | Sell |
-2,690
| Closed | -$218K | – | 3241 |
|
|
2024
Q2 | $218K | Buy |
+2,690
| New | +$218K | ﹤0.01% | 2604 |
|
|
2023
Q3 | – | Sell |
-3,507
| Closed | -$252K | – | 2902 |
|
|
2023
Q2 | $252K | Sell |
3,507
-426
| -11% | -$30.6K | ﹤0.01% | 2030 |
|
|
2023
Q1 | $258K | Buy |
+3,933
| New | +$258K | ﹤0.01% | 1924 |
|
|
2017
Q3 | – | Sell |
-501
| Closed | -$24K | – | 3316 |
|
|
2017
Q2 | $24K | Sell |
501
-9
| -2% | -$431 | ﹤0.01% | 3027 |
|
|
2017
Q1 | $24K | Sell |
510
-190
| -27% | -$8.94K | ﹤0.01% | 2983 |
|
|
2016
Q4 | $30K | Sell |
700
-498
| -42% | -$21.3K | ﹤0.01% | 2764 |
|
|
2016
Q3 | $62K | Buy |
1,198
+998
| +499% | +$51.6K | ﹤0.01% | 2173 |
|
|
2016
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 3207 |
|
|
2016
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 3300 |
|
|
2015
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 3542 |
|
|
2015
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3580 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$13K | – | 2576 |
|
|
2015
Q1 | $13K | Sell |
500
-500
| -50% | -$13K | ﹤0.01% | 2998 |
|
|
2014
Q4 | $24K | Buy |
1,000
+68
| +7% | +$1.63K | ﹤0.01% | 2506 |
|
|
2014
Q3 | $25K | Buy |
+932
| New | +$25K | ﹤0.01% | 2368 |
|
|
2014
Q1 | – | Sell |
-625
| Closed | -$9K | – | 3624 |
|
|
2013
Q4 | $9K | Buy |
+625
| New | +$9K | ﹤0.01% | 2620 |
|