Sigma Planning Corp’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
$1.33M Buy
27,069
+3,990
+17% +$196K 0.04% 414
2025
Q1
$790K Buy
23,079
+8,738
+61% +$299K 0.03% 565
2024
Q4
$437K Sell
14,341
-25,159
-64% -$767K 0.01% 786
2024
Q3
$1.64M Buy
39,500
+7,920
+25% +$330K 0.05% 346
2024
Q2
$2.59M Buy
31,580
+13,550
+75% +$1.11M 0.08% 233
2024
Q1
$1.82M Sell
18,030
-14,840
-45% -$1.5M 0.06% 336
2023
Q4
$934K Sell
32,870
-24,900
-43% -$708K 0.07% 284
2023
Q3
$1.58M Buy
+57,770
New +$1.58M 0.06% 324
2020
Q3
Sell
-82,500
Closed -$234K 1138
2020
Q2
$234K Buy
+82,500
New +$234K 0.01% 867