Raymond James & Associates’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.4M | Buy |
25,347
+2,693
| +12% | +$149K | ﹤0.01% | 2451 |
|
|
2024
Q2 | $999K | Sell |
22,654
-3,217
| -12% | -$142K | ﹤0.01% | 2605 |
|
|
2024
Q1 | $996K | Buy |
25,871
+11,854
| +85% | +$456K | ﹤0.01% | 2585 |
|
|
2023
Q4 | $670K | Sell |
14,017
-3,289
| -19% | -$157K | ﹤0.01% | 2758 |
|
|
2023
Q3 | $700K | Sell |
17,306
-5,657
| -25% | -$229K | ﹤0.01% | 2662 |
|
|
2023
Q2 | $879K | Sell |
22,963
-43,226
| -65% | -$1.65M | ﹤0.01% | 2533 |
|
|
2023
Q1 | $3.16M | Buy |
66,189
+36,415
| +122% | +$1.74M | ﹤0.01% | 1766 |
|
|
2022
Q4 | $1.17M | Buy |
29,774
+4,754
| +19% | +$187K | ﹤0.01% | 2333 |
|
|
2022
Q3 | $860K | Sell |
25,020
-3,441
| -12% | -$118K | ﹤0.01% | 2494 |
|
|
2022
Q2 | $895K | Buy |
28,461
+8,947
| +46% | +$281K | ﹤0.01% | 2519 |
|
|
2022
Q1 | $1.07M | Buy |
19,514
+845
| +5% | +$46.3K | ﹤0.01% | 2542 |
|
|
2021
Q4 | $1.45M | Buy |
18,669
+6,022
| +48% | +$466K | ﹤0.01% | 2385 |
|
|
2021
Q3 | $870K | Buy |
12,647
+1,944
| +18% | +$134K | ﹤0.01% | 2672 |
|
|
2021
Q2 | $774K | Sell |
10,703
-6,011
| -36% | -$435K | ﹤0.01% | 2757 |
|
|
2021
Q1 | $1.07M | Buy |
16,714
+10,263
| +159% | +$656K | ﹤0.01% | 2460 |
|
|
2020
Q4 | $447K | Buy |
+6,451
| New | +$447K | ﹤0.01% | 2873 |
|
|
2020
Q3 | – | Sell |
-29,355
| Closed | -$1.5M | – | 3563 |
|
|
2020
Q2 | $1.5M | Buy |
+29,355
| New | +$1.5M | ﹤0.01% | 1892 |
|
|
2020
Q1 | – | Sell |
-85,030
| Closed | -$3.82M | – | 3623 |
|
|
2019
Q4 | $3.82M | Buy |
+85,030
| New | +$3.82M | ﹤0.01% | 1423 |
|
|
2019
Q3 | – | Sell |
-10,200
| Closed | -$494K | – | 3584 |
|
|
2019
Q2 | $494K | Buy |
+10,200
| New | +$494K | ﹤0.01% | 2662 |
|
|
2019
Q1 | – | Sell |
-22,233
| Closed | -$553K | – | 3573 |
|
|
2018
Q4 | $553K | Buy |
+22,233
| New | +$553K | ﹤0.01% | 2485 |
|