AFGAS
SMAR

Allegiance Financial Group Advisory Services’s Smartsheet Inc. SMAR Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,193
Closed -$347K – 161
2024
Q4 		$347K Buy
+6,193
New +$347K 0.11% 64