Allworth Financial’s Smith Micro Software SMSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6 | Hold |
6
| – | – | ﹤0.01% | 4558 |
|
|
2025
Q1 | $7 | Hold |
6
| – | – | ﹤0.01% | 4023 |
|
|
2024
Q4 | $8 | Hold |
6
| – | – | ﹤0.01% | 3907 |
|
|
2024
Q3 | $7 | Hold |
6
| – | – | ﹤0.01% | 3719 |
|
|
2024
Q2 | $14 | Buy |
+6
| New | +$14 | ﹤0.01% | 3653 |
|
|
2024
Q1 | – | Sell |
-6
| Closed | -$42 | – | 3680 |
|
|
2023
Q4 | $42 | Hold |
6
| – | – | ﹤0.01% | 3380 |
|
|
2023
Q3 | $61 | Hold |
6
| – | – | ﹤0.01% | 3367 |
|
|
2023
Q2 | $56 | Hold |
6
| – | – | ﹤0.01% | 3192 |
|
|
2023
Q1 | $58 | Hold |
6
| – | – | ﹤0.01% | 3121 |
|
|
2022
Q4 | $105 | Hold |
6
| – | – | ﹤0.01% | 2920 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 3077 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 2776 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 2363 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 2104 |
|
|
2021
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1965 |
|
|
2021
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1653 |
|
|
2021
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1610 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1433 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1354 |
|
|
2020
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1318 |
|
|
2019
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1105 |
|