B. Riley Wealth Advisors’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 | $1.17M | Buy |
+23,860
| New | +$1.17M | 0.05% | 308 |
|
2024
Q4 | $733K | Buy |
+24,037
| New | +$733K | 0.02% | 551 |
|
2024
Q3 | – | Sell |
-78,560
| Closed | -$6.44M | – | 1417 |
|
2024
Q2 | $6.44M | Buy |
78,560
+3,130
| +4% | +$256K | 0.16% | 128 |
|
2024
Q1 | $2.07M | Sell |
75,430
-18,800
| -20% | -$516K | 0.06% | 343 |
|
2023
Q4 | $2.68M | Buy |
94,230
+18,800
| +25% | +$534K | 0.07% | 280 |
|
2023
Q3 | $2.07M | Buy |
75,430
+19,100
| +34% | +$524K | 0.06% | 343 |
|
2023
Q2 | $1.4M | Buy |
56,330
+14,360
| +34% | +$358K | 0.03% | 462 |
|
2023
Q1 | $447K | Buy |
+41,970
| New | +$447K | 0.01% | 856 |
|
2015
Q1 | – | Sell |
-32,280
| Closed | -$113 | – | 1760 |
|
2014
Q4 | $113 | Buy |
+32,280
| New | +$113 | ﹤0.01% | 1649 |
|