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