Global Financial Private Client’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
Sell
-12
Closed -$414 1373
2025
Q1
$414 Buy
12
+7
+140% +$242 ﹤0.01% 1352
2024
Q4
$195 Buy
+5
New +$195 ﹤0.01% 1279