OneDigital Investment Advisors’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 | $271K | Sell |
5,528
-1,525
| -22% | -$74.7K | ﹤0.01% | 1222 |
|
|
2025
Q1 | $241K | Buy |
+7,053
| New | +$241K | ﹤0.01% | 1234 |
|
|
2024
Q4 | – | Sell |
-11,320
| Closed | -$471K | – | 1503 |
|
|
2024
Q3 | $471K | Buy |
11,320
+5,890
| +108% | +$245K | 0.01% | 960 |
|
|
2024
Q2 | $445K | Buy |
5,430
+3,040
| +127% | +$249K | 0.01% | 951 |
|
|
2024
Q1 | $241K | Buy |
+2,390
| New | +$241K | ﹤0.01% | 981 |
|