Kestra Private Wealth 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 | $2.79M | Buy |
56,827
+22,808
| +67% | +$1.12M | 0.04% | 412 |
|
|
2025
Q1 | $1.16M | Buy |
34,019
+7,950
| +30% | +$272K | 0.02% | 624 |
|
|
2024
Q4 | $795K | Sell |
26,069
-2,281
| -8% | -$69.5K | 0.01% | 736 |
|
|
2024
Q3 | $1.18M | Sell |
28,350
-12,980
| -31% | -$540K | 0.02% | 558 |
|
|
2024
Q2 | $3.39M | Buy |
41,330
+30,900
| +296% | +$2.53M | 0.07% | 275 |
|
|
2024
Q1 | $1.05M | Buy |
+10,430
| New | +$1.05M | 0.02% | 544 |
|