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 |
|