Diversify Advisory Services’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
Q3
Sell
-7,185
Closed -$209K 912
2025
Q2
$209K Buy
7,185
+1,577
+28% +$54.9K 0.01% 784
2025
Q1
$201K Buy
+5,608
New +$203K 0.01% 614
2024
Q2
Sell
-8,386
Closed -$286K 711
2024
Q1
$286K Buy
+8,386
New +$309K 0.02% 542

Other funds holding SMPL

Diversify Advisory Services's SMPL Position: Q3 2025 in Review

Diversify Advisory Services sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 7,185 shares — an estimated $209K sold.

Diversify Advisory Services first reported a position in SMPL in Q1 2024 and held it in 3 quarters. The position peaked at $286K in Q1 2024. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

  • Diversify Advisory Services reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 7,185 Simply Good Foods shares in Q3 2025, an estimated $209K.
  • Diversify Advisory Services first reported a position in Simply Good Foods in Q1 2024 and held it in 3 quarters.
  • Diversify Advisory Services's Simply Good Foods position peaked at $286K in Q1 2024.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on Diversify Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.