Allworth Financial’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
35,649
+2,729
| +8% | +$134K | 0.01% | 511 |
|
|
2025
Q1 | $1.18M | Sell |
32,920
-31
| -0.1% | -$1.11K | 0.01% | 491 |
|
|
2024
Q4 | $1.12M | Buy |
+32,951
| New | +$1.12M | 0.01% | 508 |
|
|
2024
Q3 | – | Sell |
-30,760
| Closed | -$2.45M | – | 3824 |
|
|
2024
Q2 | $2.45M | Buy |
30,760
+27,480
| +838% | +$2.19M | 0.02% | 298 |
|
|
2024
Q1 | $331K | Buy |
3,280
+2,020
| +160% | +$204K | ﹤0.01% | 646 |
|
|
2023
Q4 | $35.8K | Buy |
1,260
+280
| +29% | +$7.96K | ﹤0.01% | 1330 |
|
|
2023
Q3 | $26.9K | Buy |
+980
| New | +$26.9K | ﹤0.01% | 1358 |
|