EverSource Wealth Advisors’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 | $30.5K | Buy |
967
+538
| +125% | +$17K | ﹤0.01% | 1963 |
|
|
2025
Q1 | $14.8K | Buy |
429
+39
| +10% | +$1.35K | ﹤0.01% | 1875 |
|
|
2024
Q4 | $15.2K | Sell |
390
-53
| -12% | -$2.07K | ﹤0.01% | 1779 |
|
|
2024
Q3 | $15.4K | Sell |
443
-1,323
| -75% | -$46K | ﹤0.01% | 1628 |
|
|
2024
Q2 | $59.9K | Buy |
1,766
+1,241
| +236% | +$42.1K | ﹤0.01% | 1006 |
|
|
2024
Q1 | $19.1K | Sell |
525
-521
| -50% | -$19K | ﹤0.01% | 1383 |
|
|
2023
Q4 | $41.4K | Sell |
1,046
-543
| -34% | -$21.5K | ﹤0.01% | 970 |
|
|
2023
Q3 | $54.9K | Sell |
1,589
-33
| -2% | -$1.14K | 0.01% | 771 |
|
|
2023
Q2 | $59.3K | Buy |
1,622
+31
| +2% | +$1.13K | 0.01% | 768 |
|
|
2023
Q1 | $63.3K | Sell |
1,591
-15
| -0.9% | -$597 | 0.01% | 699 |
|
|
2022
Q4 | $61.1K | Buy |
1,606
+1,412
| +728% | +$53.7K | 0.01% | 680 |
|
|
2022
Q3 | $6K | Sell |
194
-235
| -55% | -$7.27K | ﹤0.01% | 1319 |
|
|
2022
Q2 | $17K | Sell |
429
-278
| -39% | -$11K | ﹤0.01% | 881 |
|
|
2022
Q1 | $27K | Hold |
707
| – | – | 0.01% | 606 |
|
|
2021
Q4 | $29K | Buy |
+707
| New | +$29K | 0.01% | 547 |
|