Steward Partners Investment Advisory’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 | $299K | Sell |
6,100
-206
| -3% | -$10.1K | ﹤0.01% | 1558 |
|
|
2025
Q1 | $216K | Sell |
6,306
-3,960
| -39% | -$136K | ﹤0.01% | 1609 |
|
|
2024
Q4 | $313K | Buy |
10,266
+2,216
| +28% | +$67.5K | ﹤0.01% | 1387 |
|
|
2024
Q3 | $335K | Buy |
8,050
+3,720
| +86% | +$155K | ﹤0.01% | 1281 |
|
|
2024
Q2 | $355K | Buy |
4,330
+930
| +27% | +$76.2K | ﹤0.01% | 1207 |
|
|
2024
Q1 | $343K | Sell |
3,400
-4,500
| -57% | -$455K | ﹤0.01% | 1207 |
|
|
2023
Q4 | $225K | Buy |
7,900
+6,700
| +558% | +$190K | ﹤0.01% | 1331 |
|
|
2023
Q3 | $32.9K | Sell |
1,200
-16,300
| -93% | -$447K | ﹤0.01% | 2092 |
|
|
2023
Q2 | $436K | Buy |
17,500
+3,000
| +21% | +$74.8K | 0.01% | 980 |
|
|
2023
Q1 | $154K | Buy |
14,500
+6,000
| +71% | +$63.9K | ﹤0.01% | 1395 |
|
|
2022
Q4 | $69.8K | Buy |
8,500
+4,000
| +89% | +$32.8K | ﹤0.01% | 1705 |
|
|
2022
Q3 | $25K | Buy |
+4,500
| New | +$25K | ﹤0.01% | 2119 |
|