Congress Wealth Management’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 | $2.7M | Buy |
85,363
+3,398
| +4% | +$107K | 0.03% | 508 |
|
|
2025
Q1 | $2.83M | Buy |
81,965
+17,764
| +28% | +$613K | 0.03% | 430 |
|
|
2024
Q4 | $2.5M | Buy |
64,201
+4,508
| +8% | +$176K | 0.03% | 379 |
|
|
2024
Q3 | $2.08M | Buy |
59,693
+1,087
| +2% | +$37.8K | 0.03% | 421 |
|
|
2024
Q2 | $2.12M | Sell |
58,606
-140,248
| -71% | -$5.07M | 0.03% | 349 |
|
|
2024
Q1 | $6.77M | Buy |
198,854
+10,376
| +6% | +$353K | 0.12% | 198 |
|
|
2023
Q4 | $7.46M | Buy |
188,478
+10,174
| +6% | +$403K | 0.14% | 187 |
|
|
2023
Q3 | $6.16M | Buy |
178,304
+12,787
| +8% | +$441K | 0.13% | 190 |
|
|
2023
Q2 | $6.06M | Buy |
165,517
+2,789
| +2% | +$102K | 0.14% | 168 |
|
|
2023
Q1 | $6.47M | Buy |
162,728
+7,644
| +5% | +$304K | 0.16% | 161 |
|
|
2022
Q4 | $5.9M | Buy |
155,084
+1,531
| +1% | +$58.2K | 0.15% | 172 |
|
|
2022
Q3 | $4.91M | Buy |
153,553
+8,685
| +6% | +$278K | 0.13% | 183 |
|
|
2022
Q2 | $5.47M | Buy |
144,868
+19,436
| +15% | +$734K | 0.14% | 175 |
|
|
2022
Q1 | $4.76M | Buy |
125,432
+3,961
| +3% | +$150K | 0.1% | 213 |
|
|
2021
Q4 | $5.05M | Buy |
+121,471
| New | +$5.05M | 0.1% | 218 |
|