Stifel Financial’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $4.48M | Sell |
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|
2024
Q3 | $5.51M | Sell |
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|
2024
Q2 | $4.59M | Sell |
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|
2024
Q1 | $4.01M | Buy |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $409K | Buy |
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|
2021
Q2 | $235K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $377K | Sell |
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|
2020
Q3 | $378K | Buy |
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|
2020
Q2 | $353K | Sell |
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|
2020
Q1 | $607K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.8M | Buy |
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