LPL Financial’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 | $407K | Buy |
12,891
+1,734
| +16% | +$54.8K | ﹤0.01% | 4461 |
|
|
2025
Q1 | $385K | Buy |
11,157
+1,267
| +13% | +$43.7K | ﹤0.01% | 4311 |
|
|
2024
Q4 | $386K | Buy |
9,890
+315
| +3% | +$12.3K | ﹤0.01% | 4237 |
|
|
2024
Q3 | $333K | Buy |
9,575
+957
| +11% | +$33.3K | ﹤0.01% | 4260 |
|
|
2024
Q2 | $311K | Buy |
8,618
+842
| +11% | +$30.4K | ﹤0.01% | 4162 |
|
|
2024
Q1 | $265K | Buy |
7,776
+149
| +2% | +$5.07K | ﹤0.01% | 4235 |
|
|
2023
Q4 | $302K | Sell |
7,627
-2,796
| -27% | -$111K | ﹤0.01% | 4027 |
|
|
2023
Q3 | $360K | Buy |
10,423
+2,607
| +33% | +$90K | ﹤0.01% | 3718 |
|
|
2023
Q2 | $286K | Buy |
7,816
+1,088
| +16% | +$39.8K | ﹤0.01% | 3844 |
|
|
2023
Q1 | $268K | Buy |
6,728
+675
| +11% | +$26.8K | ﹤0.01% | 3806 |
|
|
2022
Q4 | $230K | Buy |
+6,053
| New | +$230K | ﹤0.01% | 3850 |
|
|
2022
Q1 | – | Sell |
-4,972
| Closed | -$207K | – | 4352 |
|
|
2021
Q4 | $207K | Buy |
+4,972
| New | +$207K | ﹤0.01% | 3951 |
|