Summit 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
$330K Sell
6,733
-1,363
-17% -$66.8K 0.01% 658
2025
Q1
$277K Buy
+8,096
New +$277K 0.01% 626
2024
Q4
Sell
-4,900
Closed -$204K 656
2024
Q3
$204K Sell
4,900
-24,980
-84% -$1.04M 0.01% 522
2024
Q2
$2.45M Buy
29,880
+1,590
+6% +$130K 0.11% 135
2024
Q1
$2.86M Sell
28,290
-2,620
-8% -$265K 0.17% 75
2023
Q4
$879K Buy
30,910
+1,130
+4% +$32.1K 0.06% 185
2023
Q3
$817K Buy
+29,780
New +$817K 0.06% 183