Clearstead 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 | $14.8M | Buy |
301,078
+299,498
| +18,956% | +$14.7M | 0.21% | 101 |
|
|
2025
Q1 | $54.1K | Buy |
1,580
+497
| +46% | +$17K | ﹤0.01% | 1152 |
|
|
2024
Q4 | $33K | Sell |
1,083
-647
| -37% | -$19.7K | ﹤0.01% | 1258 |
|
|
2024
Q3 | $72K | Buy |
1,730
+1,300
| +302% | +$54.1K | ﹤0.01% | 1113 |
|
|
2024
Q2 | $35.2K | Sell |
430
-320
| -43% | -$26.2K | ﹤0.01% | 1246 |
|
|
2024
Q1 | $58.7K | Buy |
750
+620
| +477% | +$48.5K | ﹤0.01% | 729 |
|
|
2023
Q4 | $3.7K | Sell |
130
-370
| -74% | -$10.5K | ﹤0.01% | 1200 |
|
|
2023
Q3 | $13.7K | Buy |
500
+250
| +100% | +$6.86K | ﹤0.01% | 1073 |
|
|
2023
Q2 | $6.23K | Hold |
250
| – | – | ﹤0.01% | 1025 |
|
|
2023
Q1 | $2.66K | Hold |
250
| – | – | ﹤0.01% | 1094 |
|
|
2022
Q4 | $2.05K | Hold |
250
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q3 | $1K | Buy |
+250
| New | +$1K | ﹤0.01% | 1192 |
|