Patriot Financial Group Insurance Agency’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
5,883
+793
| +16% | +$39K | 0.03% | 415 |
|
|
2025
Q1 | $239K | Sell |
5,090
-103
| -2% | -$4.84K | 0.03% | 421 |
|
|
2024
Q4 | $277K | Sell |
5,193
-445
| -8% | -$23.7K | 0.04% | 386 |
|
|
2024
Q3 | $253K | Buy |
5,638
+111
| +2% | +$4.98K | 0.03% | 423 |
|
|
2024
Q2 | $257K | Buy |
5,527
+95
| +2% | +$4.41K | 0.04% | 402 |
|
|
2024
Q1 | $246K | Buy |
+5,432
| New | +$246K | 0.04% | 409 |
|
|
2023
Q3 | – | Sell |
-6,501
| Closed | -$251K | – | 471 |
|
|
2023
Q2 | $251K | Buy |
6,501
+672
| +12% | +$25.9K | 0.05% | 380 |
|
|
2023
Q1 | $214K | Sell |
5,829
-955
| -14% | -$35K | 0.04% | 406 |
|
|
2022
Q4 | $228K | Buy |
+6,784
| New | +$228K | 0.03% | 364 |
|
|
2022
Q3 | – | Sell |
-5,348
| Closed | -$170K | – | 1008 |
|
|
2022
Q2 | $170K | Sell |
5,348
-526
| -9% | -$16.7K | 0.03% | 411 |
|
|
2022
Q1 | $257K | Buy |
5,874
+396
| +7% | +$17.3K | 0.05% | 364 |
|
|
2021
Q4 | $321K | Sell |
5,478
-936
| -15% | -$54.8K | 0.05% | 331 |
|
|
2021
Q3 | $338K | Buy |
6,414
+918
| +17% | +$48.4K | 0.06% | 316 |
|
|
2021
Q2 | $325K | Buy |
5,496
+1,206
| +28% | +$71.3K | 0.06% | 322 |
|
|
2021
Q1 | $246K | Buy |
4,290
+1,642
| +62% | +$94.2K | 0.06% | 338 |
|
|
2020
Q4 | $110K | Buy |
2,648
+1,423
| +116% | +$59.1K | 0.03% | 475 |
|
|
2020
Q3 | $36K | Sell |
1,225
-1,917
| -61% | -$56.3K | 0.01% | 615 |
|
|
2020
Q2 | $79K | Buy |
3,142
+1,775
| +130% | +$44.6K | 0.03% | 409 |
|
|
2020
Q1 | $28K | Buy |
1,367
+124
| +10% | +$2.54K | 0.01% | 574 |
|
|
2019
Q4 | $45K | Sell |
1,243
-40
| -3% | -$1.45K | 0.02% | 496 |
|
|
2019
Q3 | $48K | Sell |
1,283
-531
| -29% | -$19.9K | 0.02% | 449 |
|
|
2019
Q2 | $69K | Sell |
1,814
-1,590
| -47% | -$60.5K | 0.03% | 383 |
|
|
2019
Q1 | $126K | Sell |
3,404
-13
| -0.4% | -$481 | 0.06% | 232 |
|
|
2018
Q4 | $114K | Sell |
3,417
-255
| -7% | -$8.51K | 0.08% | 191 |
|
|
2018
Q3 | $124K | Buy |
3,672
+2,883
| +365% | +$97.4K | 0.07% | 178 |
|
|
2018
Q2 | $31K | Sell |
789
-2,153
| -73% | -$84.6K | 0.03% | 230 |
|
|
2018
Q1 | $105K | Buy |
2,942
+382
| +15% | +$13.6K | 0.08% | 205 |
|
|
2017
Q4 | $113K | Sell |
2,560
-207
| -7% | -$9.14K | 0.08% | 191 |
|
|
2017
Q3 | $125K | Sell |
2,767
-2,273
| -45% | -$103K | 0.11% | 151 |
|
|
2017
Q2 | $177K | Sell |
5,040
-246
| -5% | -$8.64K | 0.18% | 108 |
|
|
2017
Q1 | $180K | Sell |
5,286
-29
| -0.5% | -$988 | 0.19% | 94 |
|
|
2016
Q4 | $197K | Buy |
+5,315
| New | +$197K | 0.27% | 78 |
|