Rise 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 | $8.44K | Hold |
267
| – | – | ﹤0.01% | 1067 |
|
|
2025
Q1 | $9.21K | Sell |
267
-42
| -14% | -$1.45K | ﹤0.01% | 1031 |
|
|
2024
Q4 | $12K | Hold |
309
| – | – | 0.01% | 932 |
|
|
2024
Q3 | $10.7K | Hold |
309
| – | – | 0.01% | 993 |
|
|
2024
Q2 | $11.2K | Hold |
309
| – | – | 0.01% | 973 |
|
|
2024
Q1 | $10.5K | Buy |
+309
| New | +$10.5K | 0.01% | 1041 |
|