Larson Financial Group’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 |
-12,643
| Closed | -$708K | – | 3210 |
|
|
2024
Q4 | $708K | Sell |
12,643
-610
| -5% | -$34.2K | 0.04% | 290 |
|
|
2024
Q3 | $734K | Buy |
13,253
+277
| +2% | +$15.3K | 0.04% | 265 |
|
|
2024
Q2 | $572K | Sell |
12,976
-233
| -2% | -$10.3K | 0.04% | 251 |
|
|
2024
Q1 | $509K | Buy |
13,209
+48
| +0.4% | +$1.85K | 0.04% | 242 |
|
|
2023
Q4 | $629K | Sell |
13,161
-332
| -2% | -$15.9K | 0.06% | 193 |
|
|
2023
Q3 | $546K | Sell |
13,493
-33
| -0.2% | -$1.34K | 0.05% | 186 |
|
|
2023
Q2 | $518K | Buy |
13,526
+330
| +3% | +$12.6K | 0.05% | 194 |
|
|
2023
Q1 | $631K | Buy |
13,196
+3,544
| +37% | +$169K | 0.07% | 177 |
|
|
2022
Q4 | $380K | Buy |
9,652
+4,343
| +82% | +$171K | 0.05% | 224 |
|
|
2022
Q3 | $182K | Buy |
5,309
+5,030
| +1,803% | +$172K | 0.03% | 281 |
|
|
2022
Q2 | $9K | Buy |
+279
| New | +$9K | ﹤0.01% | 768 |
|