Kestra Advisory Services’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
$6.69M Buy
136,471
+99,845
+273% +$4.89M 0.03% 515
2025
Q1
$1.25M Sell
36,626
-7,748
-17% -$265K 0.01% 1253
2024
Q4
$1.35M Sell
44,374
-16,566
-27% -$505K 0.01% 1219
2024
Q3
$2.54M Sell
60,940
-2,180
-3% -$90.8K 0.01% 844
2024
Q2
$5.17M Buy
63,120
+8,520
+16% +$698K 0.03% 580
2024
Q1
$5.51M Sell
54,600
-17,620
-24% -$1.78M 0.04% 487
2023
Q4
$2.05M Buy
72,220
+9,210
+15% +$262K 0.02% 779
2023
Q3
$1.73M Sell
63,010
-3,270
-5% -$89.7K 0.02% 742
2023
Q2
$1.65M Buy
66,280
+22,250
+51% +$555K 0.02% 752
2023
Q1
$469K Sell
44,030
-26,020
-37% -$277K 0.01% 1319
2022
Q4
$575K Buy
+70,050
New +$575K 0.01% 1323