LPL Financial’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 |
-4,844
| Closed | -$271K | – | 5393 |
|
|
2024
Q4 | $271K | Sell |
4,844
-27,444
| -85% | -$1.54M | ﹤0.01% | 4517 |
|
|
2024
Q3 | $1.79M | Buy |
32,288
+1,953
| +6% | +$108K | ﹤0.01% | 2809 |
|
|
2024
Q2 | $1.34M | Buy |
30,335
+14,167
| +88% | +$624K | ﹤0.01% | 2945 |
|
|
2024
Q1 | $622K | Sell |
16,168
-344
| -2% | -$13.2K | ﹤0.01% | 3550 |
|
|
2023
Q4 | $790K | Sell |
16,512
-2,399
| -13% | -$115K | ﹤0.01% | 3234 |
|
|
2023
Q3 | $765K | Sell |
18,911
-1,276
| -6% | -$51.6K | ﹤0.01% | 3106 |
|
|
2023
Q2 | $772K | Buy |
20,187
+774
| +4% | +$29.6K | ﹤0.01% | 3055 |
|
|
2023
Q1 | $928K | Buy |
19,413
+134
| +0.7% | +$6.41K | ﹤0.01% | 2804 |
|
|
2022
Q4 | $759K | Buy |
19,279
+2,413
| +14% | +$95K | ﹤0.01% | 2863 |
|
|
2022
Q3 | $580K | Sell |
16,866
-2,600
| -13% | -$89.4K | ﹤0.01% | 3003 |
|
|
2022
Q2 | $612K | Buy |
19,466
+2,504
| +15% | +$78.7K | ﹤0.01% | 3018 |
|
|
2022
Q1 | $929K | Sell |
16,962
-11,482
| -40% | -$629K | ﹤0.01% | 2671 |
|
|
2021
Q4 | $2.2M | Buy |
28,444
+3,458
| +14% | +$268K | ﹤0.01% | 2015 |
|
|
2021
Q3 | $1.72M | Buy |
24,986
+5,477
| +28% | +$377K | ﹤0.01% | 2154 |
|
|
2021
Q2 | $1.41M | Buy |
19,509
+1,326
| +7% | +$95.9K | ﹤0.01% | 2265 |
|
|
2021
Q1 | $1.16M | Sell |
18,183
-240,311
| -93% | -$15.4M | ﹤0.01% | 2263 |
|
|
2020
Q4 | $17.9M | Buy |
258,494
+245,161
| +1,839% | +$17M | 0.02% | 513 |
|
|
2020
Q3 | $659K | Buy |
13,333
+961
| +8% | +$47.5K | ﹤0.01% | 2233 |
|
|
2020
Q2 | $630K | Buy |
12,372
+2,567
| +26% | +$131K | ﹤0.01% | 2167 |
|
|
2020
Q1 | $407K | Sell |
9,805
-415
| -4% | -$17.2K | ﹤0.01% | 2231 |
|
|
2019
Q4 | $459K | Sell |
10,220
-1,563
| -13% | -$70.2K | ﹤0.01% | 2444 |
|
|
2019
Q3 | $425K | Sell |
11,783
-9,916
| -46% | -$358K | ﹤0.01% | 2385 |
|
|
2019
Q2 | $1.05M | Buy |
+21,699
| New | +$1.05M | ﹤0.01% | 1688 |
|