Patriot Financial Group Insurance Agency’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 | $226K | Buy |
+3,001
| New | +$226K | 0.03% | 464 |
|
|
2022
Q3 | – | Sell |
-1,224
| Closed | -$102K | – | 1694 |
|
|
2022
Q2 | $102K | Buy |
1,224
+7
| +0.6% | +$583 | 0.02% | 537 |
|
|
2022
Q1 | $81K | Buy |
1,217
+8
| +0.7% | +$532 | 0.01% | 643 |
|
|
2021
Q4 | $115K | Sell |
1,209
-31
| -3% | -$2.95K | 0.02% | 616 |
|
|
2021
Q3 | $86K | Buy |
1,240
+50
| +4% | +$3.47K | 0.02% | 702 |
|
|
2021
Q2 | $76K | Buy |
1,190
+5
| +0.4% | +$319 | 0.01% | 704 |
|
|
2021
Q1 | $70K | Buy |
1,185
+6
| +0.5% | +$354 | 0.02% | 662 |
|
|
2020
Q4 | $57K | Buy |
1,179
+11
| +0.9% | +$532 | 0.01% | 653 |
|
|
2020
Q3 | $44K | Buy |
1,168
+110
| +10% | +$4.14K | 0.01% | 572 |
|
|
2020
Q2 | $52K | Sell |
1,058
-293
| -22% | -$14.4K | 0.02% | 510 |
|
|
2020
Q1 | $50K | Buy |
1,351
+334
| +33% | +$12.4K | 0.02% | 460 |
|
|
2019
Q4 | $52K | Buy |
1,017
+8
| +0.8% | +$409 | 0.02% | 469 |
|
|
2019
Q3 | $36K | Buy |
+1,009
| New | +$36K | 0.02% | 501 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1400 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1224 |
|