Avantax Advisory Services’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 | $4.73M | Buy |
96,430
+11,462
| +13% | +$562K | 0.03% | 461 |
|
|
2025
Q1 | $2.91M | Buy |
84,968
+31,475
| +59% | +$1.08M | 0.02% | 591 |
|
|
2024
Q4 | $1.63M | Sell |
53,493
-11,947
| -18% | -$364K | 0.01% | 823 |
|
|
2024
Q3 | $2.72M | Buy |
65,440
+26,350
| +67% | +$1.1M | 0.02% | 570 |
|
|
2024
Q2 | $3.2M | Buy |
39,090
+9,740
| +33% | +$798K | 0.02% | 505 |
|
|
2024
Q1 | $2.96M | Buy |
29,350
+3,960
| +16% | +$400K | 0.03% | 434 |
|
|
2023
Q4 | $722K | Buy |
+25,390
| New | +$722K | 0.01% | 840 |
|
|
2023
Q3 | – | Sell |
-8,060
| Closed | -$201K | – | 1614 |
|
|
2023
Q2 | $201K | Buy |
+8,060
| New | +$201K | ﹤0.01% | 1403 |
|
|
2023
Q1 | – | Sell |
-29,250
| Closed | -$240K | – | 1531 |
|
|
2022
Q4 | $240K | Buy |
+29,250
| New | +$240K | ﹤0.01% | 1226 |
|