CAPTRUST Financial Advisors’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 |
-23,816
| Closed | -$1.33M | – | 2477 |
|
|
2024
Q4 | $1.33M | Buy |
23,816
+10,505
| +79% | +$589K | ﹤0.01% | 1084 |
|
|
2024
Q3 | $737K | Buy |
13,311
+5,811
| +77% | +$322K | ﹤0.01% | 1372 |
|
|
2024
Q2 | $331K | Buy |
+7,500
| New | +$331K | ﹤0.01% | 1758 |
|
|
2024
Q1 | – | Sell |
-24,075
| Closed | -$1.15M | – | 2703 |
|
|
2023
Q4 | $1.15M | Buy |
24,075
+14,748
| +158% | +$705K | ﹤0.01% | 1179 |
|
|
2023
Q3 | $377K | Buy |
+9,327
| New | +$377K | ﹤0.01% | 1835 |
|
|
2022
Q3 | – | Sell |
-3,530
| Closed | -$111K | – | 4223 |
|
|
2022
Q2 | $111K | Buy |
3,530
+2,364
| +203% | +$74.3K | ﹤0.01% | 2127 |
|
|
2022
Q1 | $64K | Buy |
1,166
+19
| +2% | +$1.04K | ﹤0.01% | 2610 |
|
|
2021
Q4 | $89K | Buy |
1,147
+102
| +10% | +$7.92K | ﹤0.01% | 2246 |
|
|
2021
Q3 | $72K | Buy |
1,045
+1,017
| +3,632% | +$70.1K | ﹤0.01% | 2327 |
|
|
2021
Q2 | $2K | Sell |
28
-116
| -81% | -$8.29K | ﹤0.01% | 4222 |
|
|
2021
Q1 | $9K | Buy |
144
+7
| +5% | +$438 | ﹤0.01% | 3504 |
|
|
2020
Q4 | $9K | Hold |
137
| – | – | ﹤0.01% | 2637 |
|
|
2020
Q3 | $7K | Hold |
137
| – | – | ﹤0.01% | 2438 |
|
|
2020
Q2 | $7K | Buy |
+137
| New | +$7K | ﹤0.01% | 2316 |
|