HBK Sorce Advisory’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 | $881K | Buy |
17,974
+3,841
| +27% | +$188K | 0.02% | 241 |
|
|
2025
Q1 | $484K | Buy |
14,133
+3,638
| +35% | +$125K | 0.01% | 341 |
|
|
2024
Q4 | $320K | Buy |
10,495
+3,395
| +48% | +$103K | 0.01% | 434 |
|
|
2024
Q3 | $296K | Buy |
7,100
+4,620
| +186% | +$192K | 0.01% | 457 |
|
|
2024
Q2 | $203K | Sell |
2,480
-40
| -2% | -$3.28K | 0.01% | 520 |
|
|
2024
Q1 | $255K | Buy |
+2,520
| New | +$255K | 0.01% | 495 |
|