LPL Financial’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 | $50.8M | Buy |
1,036,549
+162,977
| +19% | +$7.99M | 0.02% | 755 |
|
|
2025
Q1 | $29.9M | Buy |
873,572
+197,967
| +29% | +$6.78M | 0.01% | 922 |
|
|
2024
Q4 | $20.6M | Sell |
675,605
-346,055
| -34% | -$10.5M | 0.01% | 1068 |
|
|
2024
Q3 | $42.5M | Buy |
1,021,660
+67,680
| +7% | +$2.82M | 0.02% | 684 |
|
|
2024
Q2 | $78.2M | Buy |
953,980
+345,420
| +57% | +$28.3M | 0.04% | 420 |
|
|
2024
Q1 | $61.5M | Buy |
608,560
+201,440
| +49% | +$20.3M | 0.03% | 476 |
|
|
2023
Q4 | $11.6M | Buy |
407,120
+98,220
| +32% | +$2.79M | 0.01% | 1157 |
|
|
2023
Q3 | $8.47M | Buy |
308,900
+24,480
| +9% | +$671K | 0.01% | 1262 |
|
|
2023
Q2 | $7.09M | Sell |
284,420
-32,870
| -10% | -$819K | 0.01% | 1367 |
|
|
2023
Q1 | $3.38M | Buy |
317,290
+109,350
| +53% | +$1.17M | ﹤0.01% | 1763 |
|
|
2022
Q4 | $1.71M | Buy |
207,940
+69,920
| +51% | +$574K | ﹤0.01% | 2189 |
|
|
2022
Q3 | $760K | Buy |
+138,020
| New | +$760K | ﹤0.01% | 2744 |
|
|
2021
Q2 | – | Sell |
-68,950
| Closed | -$269K | – | 4265 |
|
|
2021
Q1 | $269K | Buy |
+68,950
| New | +$269K | ﹤0.01% | 3541 |
|
|
2018
Q1 | – | Sell |
-97,850
| Closed | -$205K | – | 3219 |
|
|
2017
Q4 | $205K | Buy |
+97,850
| New | +$205K | ﹤0.01% | 2787 |
|
|
2015
Q2 | – | Sell |
-62,140
| Closed | -$210K | – | 2934 |
|
|
2015
Q1 | $210K | Sell |
62,140
-20,830
| -25% | -$70.4K | ﹤0.01% | 2528 |
|
|
2014
Q4 | $289K | Buy |
+82,970
| New | +$289K | ﹤0.01% | 2194 |
|