Independent Financial Group’s United Microelectronic UMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$379K	Buy	+13,945	New	+$238K	0.01%	1109
2024 Q1	–	Sell	-11,456	Closed	-$96.9K	–	1059
2023 Q4	$96.9K	Buy	11,456 +1,035	+10%	+$7.89K	0.01%	924
2023 Q3	$73.6K	Buy	10,421 +50	+0.5%	+$362	﹤0.01%	877
2023 Q2	$81.8K	Sell	10,371 -189	-2%	-$1.56K	0.01%	855
2023 Q1	$92.5K	Buy	10,560 +152	+1%	+$1.23K	0.01%	810
2022 Q4	$68K	Hold	10,408	–	–	0.01%	764
2022 Q3	$58K	Buy	10,408 +345	+3%	+$2.28K	0.01%	729
2022 Q2	$68.1K	Buy	+10,063	New	+$82.6K	0.01%	692
2022 Q1	–	Sell	-12,346	Closed	-$144K	–	857
2021 Q4	$144K	Sell	12,346 -3,652	-23%	-$40.6K	0.01%	749
2021 Q3	$183K	Sell	15,998 -284	-2%	-$3.05K	0.02%	678
2021 Q2	$154K	Buy	16,282 +2,601	+19%	+$24.4K	0.02%	686
2021 Q1	$125K	Buy	+13,681	New	+$127K	0.02%	620