Sequoia Financial 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
Q1 | – | Sell |
-6,227
| Closed | -$243K | – | 1439 |
|
|
2024
Q4 | $243K | Buy |
6,227
+15
| +0.2% | +$585 | ﹤0.01% | 1119 |
|
|
2024
Q3 | $216K | Buy |
6,212
+1
| +0% | +$35 | ﹤0.01% | 1133 |
|
|
2024
Q2 | $224K | Buy |
+6,211
| New | +$224K | ﹤0.01% | 1037 |
|
|
2024
Q1 | – | Sell |
-5,843
| Closed | -$231K | – | 1251 |
|
|
2023
Q4 | $231K | Buy |
+5,843
| New | +$231K | ﹤0.01% | 1035 |
|