CAPTRUST Financial Advisors’s Simply Good Foods SMPL 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 | $272K | Buy |
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|
2024
Q3 | $238K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $928K | Sell |
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|
2023
Q3 | $2.16M | Buy |
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|
2023
Q2 | $1.5M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $62K | Buy |
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|
2022
Q1 | $40K | Buy |
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|
2021
Q4 | $35K | Buy |
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|
2021
Q3 | $20K | Buy |
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|
2021
Q2 | $17K | Sell |
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|
2021
Q1 | $15K | Buy |
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|
2020
Q4 | $3K | Buy |
|