Amalgamated Bank’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,709
| Closed | -$488K | – | 2992 |
|
|
2024
Q4 | $488K | Buy |
8,709
+217
| +3% | +$12.2K | ﹤0.01% | 1304 |
|
|
2024
Q3 | $470K | Sell |
8,492
-186
| -2% | -$10.3K | ﹤0.01% | 1325 |
|
|
2024
Q2 | $383K | Buy |
8,678
+294
| +4% | +$13K | ﹤0.01% | 1400 |
|
|
2024
Q1 | $323K | Sell |
8,384
-18,010
| -68% | -$694K | ﹤0.01% | 1463 |
|
|
2023
Q4 | $1.26M | Sell |
26,394
-5,314
| -17% | -$254K | 0.01% | 1074 |
|
|
2023
Q3 | $1.28M | Buy |
31,708
+3,974
| +14% | +$161K | 0.01% | 1029 |
|
|
2023
Q2 | $1.06M | Buy |
27,734
+912
| +3% | +$34.9K | 0.01% | 1114 |
|
|
2023
Q1 | $1.28M | Sell |
26,822
-2,794
| -9% | -$134K | 0.01% | 1020 |
|
|
2022
Q4 | $1.17M | Buy |
29,616
+1,084
| +4% | +$42.7K | 0.01% | 1096 |
|
|
2022
Q3 | $980K | Buy |
28,532
+397
| +1% | +$13.6K | 0.01% | 1115 |
|
|
2022
Q2 | $884K | Sell |
28,135
-35
| -0.1% | -$1.1K | 0.01% | 1196 |
|
|
2022
Q1 | $1.54M | Buy |
28,170
+2,451
| +10% | +$134K | 0.01% | 1029 |
|
|
2021
Q4 | $1.99M | Buy |
25,719
+3,968
| +18% | +$307K | 0.01% | 943 |
|
|
2021
Q3 | $1.5M | Sell |
21,751
-1,325
| -6% | -$91.2K | 0.01% | 1061 |
|
|
2021
Q2 | $1.67M | Buy |
23,076
+2,020
| +10% | +$146K | 0.01% | 1043 |
|
|
2021
Q1 | $1.35M | Sell |
21,056
-1,520
| -7% | -$97.2K | 0.05% | 396 |
|
|
2020
Q4 | $1.56M | Buy |
22,576
+222
| +1% | +$15.4K | 0.06% | 327 |
|
|
2020
Q3 | $1.11M | Sell |
22,354
-555
| -2% | -$27.4K | 0.05% | 402 |
|
|
2020
Q2 | $1.17M | Sell |
22,909
-51
| -0.2% | -$2.6K | 0.05% | 356 |
|
|
2020
Q1 | $953K | Sell |
22,960
-578
| -2% | -$24K | 0.02% | 639 |
|
|
2019
Q4 | $1.06M | Buy |
23,538
+1,845
| +9% | +$82.9K | 0.02% | 785 |
|
|
2019
Q3 | $782K | Buy |
21,693
+2,866
| +15% | +$103K | 0.02% | 845 |
|
|
2019
Q2 | $911K | Buy |
+18,827
| New | +$911K | 0.02% | 790 |
|