Orion Portfolio Solutions’s Simply Good Foods SMPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,430
| Closed | -$212K | – | 1969 |
|
|
2024
Q4 | $212K | Buy |
+5,430
| New | +$212K | ﹤0.01% | 1730 |
|
|
2024
Q2 | – | Sell |
-10,518
| Closed | -$358K | – | 1790 |
|
|
2024
Q1 | $358K | Buy |
10,518
+567
| +6% | +$19.3K | ﹤0.01% | 1395 |
|
|
2023
Q4 | $408K | Sell |
9,951
-813
| -8% | -$33.3K | ﹤0.01% | 1288 |
|
|
2023
Q3 | $372K | Sell |
10,764
-650
| -6% | -$22.4K | ﹤0.01% | 1306 |
|
|
2023
Q2 | $418K | Buy |
11,414
+1,904
| +20% | +$69.7K | ﹤0.01% | 1276 |
|
|
2023
Q1 | $378K | Buy |
+9,510
| New | +$378K | ﹤0.01% | 1258 |
|
|
2020
Q1 | – | Sell |
-9
| Closed | – | – | 2270 |
|
|
2019
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1939 |
|