Global Retirement Partners’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
$8.5K Buy
+269
New +$8.5K ﹤0.01% 2681
2024
Q4
$2.81K Sell
72
-44
-38% -$1.72K ﹤0.01% 2943
2024
Q3
$4.03K Sell
116
-132
-53% -$4.59K ﹤0.01% 2664
2024
Q2
$8.96K Buy
248
+151
+156% +$5.46K ﹤0.01% 2361
2024
Q1
$3.3K Sell
97
-8
-8% -$272 ﹤0.01% 2556
2023
Q4
$4.42K Sell
105
-7
-6% -$295 ﹤0.01% 2368
2023
Q3
$3.81K Buy
112
+13
+13% +$442 ﹤0.01% 2288
2023
Q2
$3.62K Buy
99
+48
+94% +$1.76K ﹤0.01% 2327
2023
Q1
$1.89K Sell
51
-8
-14% -$297 ﹤0.01% 2524
2022
Q4
$2.24K Hold
59
﹤0.01% 2315
2022
Q3
$2K Sell
59
-19
-24% -$644 ﹤0.01% 2310
2022
Q2
$3K Buy
78
+8
+11% +$308 ﹤0.01% 2105
2022
Q1
$3K Buy
+70
New +$3K ﹤0.01% 2099