Covestor’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 | $106K | Sell |
3,366
-813
| -19% | -$25.6K | 0.06% | 525 |
|
|
2025
Q1 | $144K | Sell |
4,179
-690
| -14% | -$23.8K | 0.1% | 275 |
|
|
2024
Q4 | $190K | Buy |
4,869
+1,515
| +45% | +$59.1K | 0.12% | 190 |
|
|
2024
Q3 | $117K | Sell |
3,354
-25
| -0.7% | -$872 | 0.07% | 433 |
|
|
2024
Q2 | $122K | Sell |
3,379
-523
| -13% | -$18.9K | 0.08% | 379 |
|
|
2024
Q1 | $133K | Buy |
3,902
+963
| +33% | +$32.8K | 0.08% | 344 |
|
|
2023
Q4 | $116K | Sell |
2,939
-4
| -0.1% | -$158 | 0.08% | 400 |
|
|
2023
Q3 | $102K | Sell |
2,943
-214
| -7% | -$7.42K | 0.08% | 403 |
|
|
2023
Q2 | $116K | Sell |
3,157
-315
| -9% | -$11.6K | 0.09% | 352 |
|
|
2023
Q1 | $138K | Buy |
3,472
+1,031
| +42% | +$41K | 0.12% | 227 |
|
|
2022
Q4 | $93K | Buy |
2,441
+148
| +6% | +$5.64K | 0.08% | 425 |
|
|
2022
Q3 | $73K | Buy |
2,293
+2,282
| +20,745% | +$72.7K | 0.06% | 536 |
|
|
2022
Q2 | $0 | Sell |
11
-3
| -21% | – | ﹤0.01% | 2332 |
|
|
2022
Q1 | $1K | Sell |
14
-6
| -30% | -$429 | ﹤0.01% | 1933 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1934 |
|