CreativeOne Wealth’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 | $858K | Sell |
17,504
-383
| -2% | -$18.8K | 0.02% | 584 |
|
|
2025
Q1 | $612K | Buy |
17,887
+2,895
| +19% | +$99.1K | 0.02% | 623 |
|
|
2024
Q4 | $457K | Buy |
+14,992
| New | +$457K | 0.01% | 719 |
|
|
2024
Q3 | – | Sell |
-7,580
| Closed | -$621K | – | 980 |
|
|
2024
Q2 | $621K | Sell |
7,580
-30,660
| -80% | -$2.51M | 0.03% | 427 |
|
|
2024
Q1 | $3.86M | Buy |
+38,240
| New | +$3.86M | 0.15% | 132 |
|
|
2023
Q4 | – | Sell |
-9,090
| Closed | -$249K | – | 669 |
|
|
2023
Q3 | $249K | Sell |
9,090
-37,600
| -81% | -$1.03M | 0.02% | 487 |
|
|
2023
Q2 | $1.16M | Buy |
+46,690
| New | +$1.16M | 0.05% | 301 |
|