Diversify Advisory Services’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
$209K Buy
7,185
+1,577
+28% +$45.9K 0.01% 784
2025
Q1
$201K Buy
+5,608
New +$201K 0.01% 614
2024
Q2
Sell
-8,386
Closed -$286K 707
2024
Q1
$286K Buy
+8,386
New +$286K 0.02% 542