Financial Advocates Investment Management’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 | $670K | Buy |
13,670
+2,858
| +26% | +$140K | 0.05% | 294 |
|
2025
Q1 | $370K | Sell |
10,812
-457
| -4% | -$15.6K | 0.03% | 499 |
|
2024
Q4 | $343K | Sell |
11,269
-721
| -6% | -$22K | 0.02% | 559 |
|
2024
Q3 | $499K | Buy |
11,990
+5,150
| +75% | +$214K | 0.03% | 455 |
|
2024
Q2 | $560K | Hold |
6,840
| – | – | 0.03% | 406 |
|
2024
Q1 | $691K | Sell |
6,840
-13,660
| -67% | -$1.38M | 0.04% | 384 |
|
2023
Q4 | $583K | Buy |
20,500
+500
| +3% | +$14.2K | 0.04% | 397 |
|
2023
Q3 | $548K | Sell |
20,000
-5,000
| -20% | -$137K | 0.04% | 387 |
|
2023
Q2 | $623K | Hold |
25,000
| – | – | 0.04% | 355 |
|
2023
Q1 | $266K | Buy |
+25,000
| New | +$266K | 0.02% | 583 |
|