Osaic Holdings’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.5K | Buy |
+1,758
| New | +$98.5K | ﹤0.01% | 4192 |
|
|
2025
Q1 | – | Sell |
-2,805
| Closed | -$104K | – | 7604 |
|
|
2024
Q4 | $104K | Buy |
2,805
+2,297
| +452% | +$85K | ﹤0.01% | 4134 |
|
|
2024
Q3 | $28.1K | Sell |
508
-1,227
| -71% | -$67.9K | ﹤0.01% | 5116 |
|
|
2024
Q2 | $76.5K | Sell |
1,735
-1,772
| -51% | -$78.1K | ﹤0.01% | 4338 |
|
|
2024
Q1 | $135K | Sell |
3,507
-3,099
| -47% | -$119K | ﹤0.01% | 4017 |
|
|
2023
Q4 | $316K | Sell |
6,606
-2,598
| -28% | -$124K | ﹤0.01% | 3559 |
|
|
2023
Q3 | $372K | Buy |
9,204
+1,893
| +26% | +$76.6K | ﹤0.01% | 3500 |
|
|
2023
Q2 | $280K | Sell |
7,311
-13,455
| -65% | -$515K | ﹤0.01% | 3632 |
|
|
2023
Q1 | $992K | Buy |
20,766
+15,708
| +311% | +$751K | ﹤0.01% | 2475 |
|
|
2022
Q4 | $200K | Buy |
5,058
+545
| +12% | +$21.6K | ﹤0.01% | 3836 |
|
|
2022
Q3 | $157K | Sell |
4,513
-2,562
| -36% | -$89.1K | ﹤0.01% | 3972 |
|
|
2022
Q2 | $223K | Sell |
7,075
-955
| -12% | -$30.1K | ﹤0.01% | 3685 |
|
|
2022
Q1 | $433K | Sell |
8,030
-1,410
| -15% | -$76K | ﹤0.01% | 3361 |
|
|
2021
Q4 | $731K | Buy |
9,440
+206
| +2% | +$16K | ﹤0.01% | 2691 |
|
|
2021
Q3 | $636K | Sell |
9,234
-11,087
| -55% | -$764K | ﹤0.01% | 2786 |
|
|
2021
Q2 | $1.47M | Buy |
20,321
+14,518
| +250% | +$1.05M | ﹤0.01% | 1996 |
|
|
2021
Q1 | $372K | Sell |
5,803
-309
| -5% | -$19.8K | ﹤0.01% | 3179 |
|
|
2020
Q4 | $423K | Buy |
6,112
+2,343
| +62% | +$162K | ﹤0.01% | 2810 |
|
|
2020
Q3 | $186K | Sell |
3,769
-51,761
| -93% | -$2.55M | ﹤0.01% | 3318 |
|
|
2020
Q2 | $2.83M | Sell |
55,530
-38,969
| -41% | -$1.98M | 0.01% | 1030 |
|
|
2020
Q1 | $3.92M | Buy |
+94,499
| New | +$3.92M | 0.02% | 713 |
|