Charles Schwab’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
Q2 | $33M | Buy |
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|
2025
Q1 | $35.9M | Buy |
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|
2024
Q4 | $40.3M | Buy |
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|
2024
Q3 | $34.4M | Buy |
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|
2024
Q2 | $33.8M | Buy |
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|
2024
Q1 | $30.1M | Buy |
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|
2023
Q4 | $33.7M | Buy |
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|
2023
Q3 | $27.8M | Buy |
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|
2023
Q2 | $27.3M | Buy |
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|
2023
Q1 | $28M | Buy |
|
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|
2022
Q4 | $25.8M | Buy |
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|
2022
Q3 | $21.2M | Buy |
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|
2022
Q2 | $24.9M | Buy |
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|
2022
Q1 | $23.4M | Buy |
|
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|
2021
Q4 | $24.9M | Buy |
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|
2021
Q3 | $20.2M | Buy |
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|
2021
Q2 | $21.3M | Buy |
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|
2021
Q1 | $17.6M | Sell |
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|
2020
Q4 | $18.6M | Buy |
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|
2020
Q3 | $12.6M | Buy |
|
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|
2020
Q2 | $10.3M | Sell |
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|
2020
Q1 | $11.9M | Sell |
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|
2019
Q4 | $18.6M | Buy |
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|
2019
Q3 | $15.2M | Buy |
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|
2019
Q2 | $8.17M | Buy |
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|
2019
Q1 | $6.43M | Buy |
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|
2018
Q4 | $5.6M | Buy |
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|
2018
Q3 | $5.64M | Buy |
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|
2018
Q2 | $1.8M | Buy |
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|
2018
Q1 | $179K | Hold |
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|
2017
Q4 | $186K | Buy |
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