Lido 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 | $242K | Buy |
7,654
+1,207
| +19% | +$38.1K | ﹤0.01% | 1294 |
|
|
2025
Q1 | $222K | Buy |
6,447
+18
| +0.3% | +$621 | ﹤0.01% | 1241 |
|
|
2024
Q4 | $251K | Buy |
+6,429
| New | +$251K | ﹤0.01% | 1184 |
|
|
2024
Q1 | – | Sell |
-5,119
| Closed | -$203K | – | 1260 |
|
|
2023
Q4 | $203K | Buy |
+5,119
| New | +$203K | ﹤0.01% | 1096 |
|