Stifel Financial’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 | $755K | Sell |
23,889
-1,138
| -5% | -$36K | ﹤0.01% | 2523 |
|
|
2025
Q1 | $863K | Buy |
25,027
+2,847
| +13% | +$98.2K | ﹤0.01% | 2330 |
|
|
2024
Q4 | $865K | Sell |
22,180
-4,508
| -17% | -$176K | ﹤0.01% | 2344 |
|
|
2024
Q3 | $928K | Buy |
26,688
+498
| +2% | +$17.3K | ﹤0.01% | 2278 |
|
|
2024
Q2 | $946K | Sell |
26,190
-7,689
| -23% | -$278K | ﹤0.01% | 2195 |
|
|
2024
Q1 | $1.15M | Buy |
33,879
+10,365
| +44% | +$353K | ﹤0.01% | 2092 |
|
|
2023
Q4 | $931K | Buy |
23,514
+956
| +4% | +$37.9K | ﹤0.01% | 2186 |
|
|
2023
Q3 | $779K | Buy |
22,558
+562
| +3% | +$19.4K | ﹤0.01% | 2215 |
|
|
2023
Q2 | $805K | Sell |
21,996
-2,075
| -9% | -$75.9K | ﹤0.01% | 2213 |
|
|
2023
Q1 | $957K | Buy |
24,071
+8,475
| +54% | +$337K | ﹤0.01% | 2092 |
|
|
2022
Q4 | $593K | Buy |
15,596
+2,335
| +18% | +$88.8K | ﹤0.01% | 2377 |
|
|
2022
Q3 | $424K | Buy |
13,261
+169
| +1% | +$5.4K | ﹤0.01% | 2526 |
|
|
2022
Q2 | $494K | Sell |
13,092
-351
| -3% | -$13.2K | ﹤0.01% | 2474 |
|
|
2022
Q1 | $510K | Sell |
13,443
-149
| -1% | -$5.65K | ﹤0.01% | 2573 |
|
|
2021
Q4 | $565K | Buy |
13,592
+459
| +3% | +$19.1K | ﹤0.01% | 2526 |
|
|
2021
Q3 | $453K | Sell |
13,133
-4,146
| -24% | -$143K | ﹤0.01% | 2629 |
|
|
2021
Q2 | $631K | Sell |
17,279
-279
| -2% | -$10.2K | ﹤0.01% | 2441 |
|
|
2021
Q1 | $534K | Sell |
17,558
-45
| -0.3% | -$1.37K | ﹤0.01% | 2448 |
|
|
2020
Q4 | $552K | Buy |
17,603
+4,704
| +36% | +$148K | ﹤0.01% | 2260 |
|
|
2020
Q3 | $284K | Buy |
12,899
+639
| +5% | +$14.1K | ﹤0.01% | 2441 |
|
|
2020
Q2 | $228K | Buy |
12,260
+180
| +1% | +$3.35K | ﹤0.01% | 2523 |
|
|
2020
Q1 | $239K | Sell |
12,080
-43,127
| -78% | -$853K | ﹤0.01% | 2342 |
|
|
2019
Q4 | $1.58M | Sell |
55,207
-39,680
| -42% | -$1.13M | ﹤0.01% | 1500 |
|
|
2019
Q3 | $2.75M | Buy |
+94,887
| New | +$2.75M | 0.01% | 1108 |
|
|
2018
Q4 | – | Sell |
-11,500
| Closed | -$225K | – | 2801 |
|
|
2018
Q3 | $225K | Buy |
11,500
+284
| +3% | +$5.56K | ﹤0.01% | 2518 |
|
|
2018
Q2 | $154K | Buy |
+11,216
| New | +$154K | ﹤0.01% | 2591 |
|