United Capital Financial 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 | $918K | Buy |
18,726
+2,532
| +16% | +$124K | 0.01% | 604 |
|
|
2025
Q1 | $554K | Buy |
16,194
+5,969
| +58% | +$204K | ﹤0.01% | 709 |
|
|
2024
Q4 | $312K | Buy |
10,225
+445
| +5% | +$13.6K | ﹤0.01% | 859 |
|
|
2024
Q3 | $407K | Sell |
9,780
-2,340
| -19% | -$97.5K | ﹤0.01% | 785 |
|
|
2024
Q2 | $993K | Sell |
12,120
-640
| -5% | -$52.4K | 0.01% | 527 |
|
|
2024
Q1 | $1.29M | Buy |
12,760
+3,400
| +36% | +$343K | 0.01% | 508 |
|
|
2023
Q4 | $266K | Buy |
+9,360
| New | +$266K | ﹤0.01% | 911 |
|