HighTower 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 | $378K | Buy |
11,955
+2,497
| +26% | +$78.9K | ﹤0.01% | 2736 |
|
|
2025
Q1 | $326K | Sell |
9,458
-4,081
| -30% | -$141K | ﹤0.01% | 2780 |
|
|
2024
Q4 | $528K | Buy |
13,539
+35
| +0.3% | +$1.36K | ﹤0.01% | 2426 |
|
|
2024
Q3 | $473K | Buy |
13,504
+501
| +4% | +$17.5K | ﹤0.01% | 2429 |
|
|
2024
Q2 | $470K | Sell |
13,003
-455
| -3% | -$16.4K | ﹤0.01% | 2363 |
|
|
2024
Q1 | $461K | Buy |
13,458
+6,716
| +100% | +$230K | ﹤0.01% | 2325 |
|
|
2023
Q4 | $269K | Buy |
6,742
+454
| +7% | +$18.1K | ﹤0.01% | 2769 |
|
|
2023
Q3 | $216K | Buy |
+6,288
| New | +$216K | ﹤0.01% | 2844 |
|
|
2022
Q3 | – | Sell |
-22,964
| Closed | -$868K | – | 3063 |
|
|
2022
Q2 | $868K | Buy |
+22,964
| New | +$868K | ﹤0.01% | 1714 |
|
|
2019
Q4 | – | Sell |
-49,434
| Closed | -$1.43M | – | 2335 |
|
|
2019
Q3 | $1.43M | Buy |
+49,434
| New | +$1.43M | 0.01% | 1015 |
|
|
2018
Q4 | – | Sell |
-26,459
| Closed | -$513K | – | 2222 |
|
|
2018
Q3 | $513K | Buy |
+26,459
| New | +$513K | ﹤0.01% | 1452 |
|