Nisa Investment 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 | $100K | Sell |
3,171
-637
| -17% | -$20.1K | ﹤0.01% | 1393 |
|
|
2025
Q1 | $131K | Buy |
3,808
+754
| +25% | +$26K | ﹤0.01% | 1331 |
|
|
2024
Q4 | $119K | Sell |
3,054
-241
| -7% | -$9.39K | ﹤0.01% | 1426 |
|
|
2024
Q3 | $115K | Sell |
3,295
-1,428
| -30% | -$49.7K | ﹤0.01% | 1406 |
|
|
2024
Q2 | $171K | Buy |
4,723
+74
| +2% | +$2.67K | ﹤0.01% | 1351 |
|
|
2024
Q1 | $158K | Sell |
4,649
-916
| -16% | -$31.2K | ﹤0.01% | 1362 |
|
|
2023
Q4 | $220K | Buy |
5,565
+1,500
| +37% | +$59.4K | ﹤0.01% | 1254 |
|
|
2023
Q3 | $140K | Buy |
4,065
+10
| +0.2% | +$345 | ﹤0.01% | 1405 |
|
|
2023
Q2 | $148K | Buy |
4,055
+790
| +24% | +$28.9K | ﹤0.01% | 1400 |
|
|
2023
Q1 | $130K | Sell |
3,265
-280
| -8% | -$11.1K | ﹤0.01% | 1423 |
|
|
2022
Q4 | $135K | Hold |
3,545
| – | – | ﹤0.01% | 1461 |
|
|
2022
Q3 | $130K | Sell |
3,545
-1,515
| -30% | -$55.6K | ﹤0.01% | 1397 |
|
|
2022
Q2 | $191K | Hold |
5,060
| – | – | ﹤0.01% | 1323 |
|
|
2022
Q1 | $192K | Buy |
5,060
+480
| +10% | +$18.2K | ﹤0.01% | 1391 |
|
|
2021
Q4 | $161K | Buy |
4,580
+160
| +4% | +$5.62K | ﹤0.01% | 1343 |
|
|
2021
Q3 | $152 | Hold |
4,420
| – | – | ﹤0.01% | 1521 |
|
|
2021
Q2 | $161 | Buy |
4,420
+920
| +26% | +$34 | ﹤0.01% | 1480 |
|
|
2021
Q1 | $106 | Buy |
3,500
+500
| +17% | +$15 | ﹤0.01% | 1725 |
|
|
2020
Q4 | $94K | Buy |
3,000
+700
| +30% | +$21.9K | ﹤0.01% | 1755 |
|
|
2020
Q3 | $51K | Buy |
+2,300
| New | +$51K | ﹤0.01% | 1803 |
|