Cerity Partners’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 | $644K | Sell |
20,395
-1,676
| -8% | -$52.9K | ﹤0.01% | 1737 |
|
|
2025
Q1 | $761K | Sell |
22,071
-880
| -4% | -$30.4K | ﹤0.01% | 1545 |
|
|
2024
Q4 | $800K | Sell |
22,951
-1,346
| -6% | -$46.9K | ﹤0.01% | 1520 |
|
|
2024
Q3 | $845K | Buy |
24,297
+6,450
| +36% | +$224K | ﹤0.01% | 1482 |
|
|
2024
Q2 | $645K | Sell |
17,847
-7,716
| -30% | -$279K | ﹤0.01% | 1415 |
|
|
2024
Q1 | $870K | Buy |
+25,563
| New | +$870K | ﹤0.01% | 1343 |
|