Raymond James Financial
SMAR

Raymond James Financial’s Smartsheet Inc. SMAR Stock Holding History

Raymond James Financial’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,931
Closed -$612K – 4908
2024
Q4 		$612K Buy
+10,931
New +$612K ﹤0.01% 3760