Allworth Financial’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55K | Buy |
49
+36
| +277% | +$1.14K | ﹤0.01% | 3805 |
|
|
2025
Q1 | $461 | Buy |
+13
| New | +$461 | ﹤0.01% | 3693 |
|
|
2024
Q3 | – | Sell |
-20
| Closed | -$718 | – | 3825 |
|
|
2024
Q2 | $718 | Sell |
20
-7
| -26% | -$251 | ﹤0.01% | 3272 |
|
|
2024
Q1 | $919 | Sell |
27
-44
| -62% | -$1.5K | ﹤0.01% | 3106 |
|
|
2023
Q4 | $2.81K | Buy |
71
+7
| +11% | +$277 | ﹤0.01% | 2523 |
|
|
2023
Q3 | $2.21K | Buy |
64
+52
| +433% | +$1.8K | ﹤0.01% | 2498 |
|
|
2023
Q2 | $440 | Hold |
12
| – | – | ﹤0.01% | 2921 |
|
|
2023
Q1 | $478 | Hold |
12
| – | – | ﹤0.01% | 2850 |
|
|
2022
Q4 | $456 | Buy |
+12
| New | +$456 | ﹤0.01% | 2654 |
|
|
2022
Q3 | – | Sell |
-11
| Closed | – | – | 3076 |
|
|
2022
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2775 |
|