Stifel 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 |
-79,881
| Closed | -$4.48M | – | 3584 |
|
|
2024
Q4 | $4.48M | Sell |
79,881
-19,650
| -20% | -$1.1M | ﹤0.01% | 1270 |
|
|
2024
Q3 | $5.51M | Sell |
99,531
-4,700
| -5% | -$260K | 0.01% | 1154 |
|
|
2024
Q2 | $4.59M | Sell |
104,231
-36
| -0% | -$1.59K | 0.01% | 1192 |
|
|
2024
Q1 | $4.01M | Buy |
104,267
+97,907
| +1,539% | +$3.77M | ﹤0.01% | 1277 |
|
|
2023
Q4 | $304K | Sell |
6,360
-103
| -2% | -$4.93K | ﹤0.01% | 2836 |
|
|
2023
Q3 | $261K | Buy |
6,463
+202
| +3% | +$8.17K | ﹤0.01% | 2865 |
|
|
2023
Q2 | $240K | Sell |
6,261
-539
| -8% | -$20.6K | ﹤0.01% | 2949 |
|
|
2023
Q1 | $325K | Buy |
6,800
+753
| +12% | +$36K | ﹤0.01% | 2756 |
|
|
2022
Q4 | $238K | Buy |
+6,047
| New | +$238K | ﹤0.01% | 2892 |
|
|
2022
Q2 | – | Sell |
-4,127
| Closed | -$226K | – | 3483 |
|
|
2022
Q1 | $226K | Sell |
4,127
-1,998
| -33% | -$109K | ﹤0.01% | 3048 |
|
|
2021
Q4 | $474K | Buy |
6,125
+178
| +3% | +$13.8K | ﹤0.01% | 2620 |
|
|
2021
Q3 | $409K | Buy |
5,947
+2,692
| +83% | +$185K | ﹤0.01% | 2694 |
|
|
2021
Q2 | $235K | Buy |
+3,255
| New | +$235K | ﹤0.01% | 3050 |
|
|
2021
Q1 | – | Sell |
-5,435
| Closed | -$377K | – | 3300 |
|
|
2020
Q4 | $377K | Sell |
5,435
-2,223
| -29% | -$154K | ﹤0.01% | 2486 |
|
|
2020
Q3 | $378K | Buy |
7,658
+727
| +10% | +$35.9K | ﹤0.01% | 2259 |
|
|
2020
Q2 | $353K | Sell |
6,931
-7,680
| -53% | -$391K | ﹤0.01% | 2249 |
|
|
2020
Q1 | $607K | Buy |
+14,611
| New | +$607K | ﹤0.01% | 1742 |
|
|
2019
Q3 | – | Sell |
-37,174
| Closed | -$1.8M | – | 2995 |
|
|
2019
Q2 | $1.8M | Buy |
+37,174
| New | +$1.8M | ﹤0.01% | 1414 |
|