Corient Private Wealth’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 | $939K | Buy |
29,734
+14,905
| +101% | +$471K | ﹤0.01% | 1462 |
|
|
2025
Q1 | $511K | Sell |
14,829
-456
| -3% | -$15.7K | ﹤0.01% | 1586 |
|
|
2024
Q4 | $596K | Sell |
15,285
-34
| -0.2% | -$1.33K | ﹤0.01% | 1523 |
|
|
2024
Q3 | $533K | Sell |
15,319
-5,027
| -25% | -$175K | ﹤0.01% | 1673 |
|
|
2024
Q2 | $735K | Sell |
20,346
-3,617
| -15% | -$131K | ﹤0.01% | 1453 |
|
|
2024
Q1 | $815K | Buy |
23,963
+17,888
| +294% | +$609K | ﹤0.01% | 1378 |
|
|
2023
Q4 | $241K | Buy |
6,075
+235
| +4% | +$9.31K | ﹤0.01% | 1976 |
|
|
2023
Q3 | $202K | Buy |
+5,840
| New | +$202K | ﹤0.01% | 1915 |
|