Stifel Financial Corp Smartsheet Inc Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

A detailed history of Stifel Financial Corp transactions in Smartsheet Inc stock. As of the latest transaction made, Stifel Financial Corp holds 99,531 shares of SMAR stock, worth $5.57 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

99,531

Previous 104,231 4.51%

Holding current value

$5.57 Million

Previous $4.59 Million 19.92%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$42.95 - $55.46 $201,865 - $260,662	-4,700 Reduced 4.51%	99,531 $5.51 Million
Q2 2024 Aug 13, 2024	SELL	$36.58 - $44.29 $1,316 - $1,594	-36 Reduced 0.03%	104,231 $4.59 Million
Q1 2024 May 13, 2024	BUY	$37.52 - $48.57 $3.67 Million - $4.76 Million	97,907 Added 1539.42%	104,267 $4.01 Million
Q4 2023 Feb 12, 2024	SELL	$38.1 - $48.42 $3,924 - $4,987	-103 Reduced 1.59%	6,360 $304,000
Q3 2023 Nov 13, 2023	BUY	$37.85 - $44.4 $7,645 - $8,968	202 Added 3.23%	6,463 $261,000
Q2 2023 Aug 14, 2023	SELL	$37.97 - $51.66 $20,465 - $27,844	-539 Reduced 7.93%	6,261 $239,000
Q1 2023 May 12, 2023	BUY	$35.73 - $48.01 $26,904 - $36,151	753 Added 12.45%	6,800 $325,000
Q4 2022 Feb 13, 2023	BUY	$25.24 - $42.5 $152,626 - $256,997	6,047 New	6,047 $238,000
Q2 2022 Aug 15, 2022	SELL	$27.45 - $57.45 $113,286 - $237,096	-4,127 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$43.2 - $76.43 $86,313 - $152,707	-1,998 Reduced 32.62%	4,127 $226,000
Q4 2021 Feb 14, 2022	BUY	$59.49 - $79.82 $10,589 - $14,207	178 Added 2.99%	6,125 $474,000
Q3 2021 Nov 15, 2021	BUY	$67.72 - $83.77 $182,302 - $225,508	2,692 Added 82.7%	5,947 $409,000
Q2 2021 Aug 13, 2021	BUY	$52.16 - $73.89 $169,780 - $240,511	3,255 New	3,255 $235,000
Q1 2021 May 14, 2021	SELL	$59.79 - $84.41 $324,958 - $458,768	-5,435 Closed	0 $0
Q4 2020 Feb 12, 2021	SELL	$48.93 - $73.86 $108,771 - $164,190	-2,223 Reduced 29.03%	5,435 $377,000
Q3 2020 Nov 16, 2020	BUY	$41.04 - $59.64 $29,836 - $43,358	727 Added 10.49%	7,658 $378,000
Q2 2020 Aug 14, 2020	SELL	$39.34 - $59.32 $302,131 - $455,577	-7,680 Reduced 52.56%	6,931 $353,000
Q1 2020 May 14, 2020	BUY	$32.05 - $51.77 $468,282 - $756,411	14,611 New	14,611 $607,000
Q3 2019 Nov 13, 2019	SELL	$36.03 - $54.94 $1.34 Million - $2.04 Million	-37,174 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$38.03 - $48.87 $1.41 Million - $1.82 Million	37,174 New	37,174 $1.8 Million

Others Institutions Holding SMAR

# of Institutions

468

Shares Held

122M

Call Options Held

2.22M

Put Options Held

2.56M

View Full List

About SMARTSHEET INC

Ticker SMAR
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 130,600,000
Market Cap $7.31B
Description
Smartsheet Inc. provides cloud-based enterprise platform to plan, capture, manage, automate, and report on work for teams and organizations. The company offers Dashboards for real-time visibility into the status of work to align individuals, managers, and executives; Portals to locate and access from any device the resources available for a proj...

More about SMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.

Account

Stifel Financial Corp Smartsheet Inc Transaction History