Blue Trust Inc’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 | $191K | Buy |
6,050
+542
| +10% | +$17.1K | ﹤0.01% | 788 |
|
|
2025
Q1 | $190K | Sell |
5,508
-60
| -1% | -$2.07K | ﹤0.01% | 738 |
|
|
2024
Q4 | $217K | Buy |
5,568
+1,671
| +43% | +$65.1K | ﹤0.01% | 616 |
|
|
2024
Q3 | $141K | Sell |
3,897
-8,269
| -68% | -$299K | ﹤0.01% | 1041 |
|
|
2024
Q2 | $414K | Buy |
12,166
+9,938
| +446% | +$338K | 0.01% | 440 |
|
|
2024
Q1 | $75.8K | Buy |
2,228
+382
| +21% | +$13K | ﹤0.01% | 787 |
|
|
2023
Q4 | $63K | Buy |
1,846
+292
| +19% | +$9.97K | ﹤0.01% | 850 |
|
|
2023
Q3 | $57K | Buy |
1,554
+1,363
| +714% | +$50K | ﹤0.01% | 810 |
|
|
2023
Q2 | $8K | Sell |
191
-1,103
| -85% | -$46.2K | ﹤0.01% | 1392 |
|
|
2023
Q1 | $50K | Buy |
1,294
+524
| +68% | +$20.2K | ﹤0.01% | 1037 |
|
|
2022
Q4 | $25K | Buy |
770
+423
| +122% | +$13.7K | ﹤0.01% | 1221 |
|
|
2022
Q3 | $13K | Buy |
347
+121
| +54% | +$4.53K | ﹤0.01% | 1261 |
|
|
2022
Q2 | $9K | Buy |
+226
| New | +$9K | ﹤0.01% | 1250 |
|