Creative Planning’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 | $674K | Buy |
21,345
+3,695
| +21% | +$117K | ﹤0.01% | 2195 |
|
|
2025
Q1 | $609K | Sell |
17,650
-10,876
| -38% | -$375K | ﹤0.01% | 2108 |
|
|
2024
Q4 | $1.11M | Buy |
28,526
+15,944
| +127% | +$621K | ﹤0.01% | 1563 |
|
|
2024
Q3 | $437K | Sell |
12,582
-8,954
| -42% | -$311K | ﹤0.01% | 2223 |
|
|
2024
Q2 | $778K | Buy |
21,536
+9,676
| +82% | +$350K | ﹤0.01% | 1595 |
|
|
2024
Q1 | $404K | Sell |
11,860
-773
| -6% | -$26.3K | ﹤0.01% | 2011 |
|
|
2023
Q4 | $500K | Buy |
+12,633
| New | +$500K | ﹤0.01% | 1708 |
|
|
2023
Q3 | – | Sell |
-6,807
| Closed | -$249K | – | 2905 |
|
|
2023
Q2 | $249K | Buy |
6,807
+166
| +2% | +$6.07K | ﹤0.01% | 2042 |
|
|
2023
Q1 | $264K | Buy |
+6,641
| New | +$264K | ﹤0.01% | 1901 |
|