IFP Advisors’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $245K | Sell |
10,766
-6,501
| -38% | -$195K | 0.01% | 1285 |
|
|
2025
Q4 | $505K | Sell |
17,267
-1,410
| -8% | -$58.1K | 0.01% | 928 |
|
|
2025
Q3 | $895K | Buy |
18,677
+3,262
| +21% | +$156K | 0.02% | 647 |
|
|
2025
Q2 | $853K | Buy |
15,415
+8,756
| +131% | +$337K | 0.02% | 630 |
|
|
2025
Q1 | $229K | Sell |
6,659
-20,817
| -76% | -$790K | 0.01% | 1113 |
|
|
2024
Q4 | $838K | Sell |
27,476
-9,314
| -25% | -$339K | 0.03% | 567 |
|
|
2024
Q3 | $1.53M | Buy |
36,790
+10,920
| +42% | +$665K | 0.06% | 368 |
|
|
2024
Q2 | $2.12M | Buy |
25,870
+15,310
| +145% | +$1.31M | 0.08% | 248 |
|
|
2024
Q1 | $1.07M | Sell |
10,560
-8,400
| -44% | -$615K | 0.05% | 396 |
|
|
2023
Q4 | $539K | Buy |
18,960
+8,910
| +89% | +$247K | 0.03% | 561 |
|
|
2023
Q3 | $276K | Sell |
10,050
-3,950
| -28% | -$110K | 0.01% | 819 |
|
|
2023
Q2 | $349K | Buy |
14,000
+11,800
| +536% | +$198K | 0.01% | 785 |
|
|
2023
Q1 | $5.37K | Sell |
2,200
-9,080
| -80% | -$81.9K | ﹤0.01% | 2534 |
|
|
2022
Q4 | $39K | Buy |
11,280
+7,280
| +182% | +$55.4K | ﹤0.01% | 2417 |
|
|
2022
Q3 | $8K | Buy |
+4,000
| New | +$22.8K | ﹤0.01% | 3804 |
|
|
2018
Q3 | – | Sell |
-570
| Closed | -$1K | – | 4007 |
|
|
2018
Q2 | $1K | Sell |
570
-3,000
| -84% | -$6.56K | ﹤0.01% | 3765 |
|
|
2018
Q1 | $7K | Hold |
3,570
| – | – | ﹤0.01% | 3019 |
|
|
2017
Q4 | $7K | Hold |
3,570
| – | – | ﹤0.01% | 3065 |
|
|
2017
Q3 | $8K | Buy |
3,570
+3,000
| +526% | +$7.67K | ﹤0.01% | 3165 |
|
|
2017
Q2 | $1K | Hold |
570
| – | – | ﹤0.01% | 3937 |
|
|
2017
Q1 | $1K | Hold |
570
| – | – | ﹤0.01% | 3847 |
|
|
2016
Q4 | $2K | Buy |
570
+270
| +90% | +$680 | ﹤0.01% | 3672 |
|
|
2016
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 3765 |
|
|
2016
Q2 | $1K | Buy |
+300
| New | +$824 | ﹤0.01% | 3671 |
|
Other funds holding SMCI
VCM
VPM
DE