Moody National Bank Trust Division’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 | – | Sell |
-6,420
| Closed | -$221K | – | 512 |
|
|
2025
Q1 | $221K | Sell |
6,420
-630
| -9% | -$21.7K | 0.02% | 455 |
|
|
2024
Q4 | $275K | Sell |
7,050
-900
| -11% | -$35.1K | 0.03% | 414 |
|
|
2024
Q3 | $276K | Buy |
7,950
+1,060
| +15% | +$36.9K | 0.03% | 403 |
|
|
2024
Q2 | $249K | Hold |
6,890
| – | – | 0.02% | 405 |
|
|
2024
Q1 | $234K | Buy |
+6,890
| New | +$234K | 0.02% | 426 |
|
|
2019
Q2 | – | Sell |
-188
| Closed | -$4K | – | 878 |
|
|
2019
Q1 | $4K | Buy |
+188
| New | +$4K | ﹤0.01% | 1080 |
|