McCollum Christoferson Group’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
$3.98M Sell
125,985
-1,045
-0.8% -$33K 1.18% 32
2025
Q1
$4.38M Sell
127,030
-825
-0.6% -$28.5K 1.34% 30
2024
Q4
$4.98M Sell
127,855
-2,805
-2% -$109K 1.47% 28
2024
Q3
$4.54M Sell
130,660
-2,040
-2% -$70.9K 1.32% 30
2024
Q2
$4.79M Sell
132,700
-2,909
-2% -$105K 1.43% 29
2024
Q1
$4.61M Buy
135,609
+3,635
+3% +$124K 1.33% 34
2023
Q4
$5.23M Sell
131,974
-1,895
-1% -$75K 1.58% 29
2023
Q3
$4.62M Sell
133,869
-801
-0.6% -$27.7K 1.42% 34
2023
Q2
$4.93M Buy
+134,670
New +$4.93M 1.4% 33