A detailed history of Congress Wealth Management LLC transactions in Simply Good Foods CO stock. As of the latest transaction made, Congress Wealth Management LLC holds 59,693 shares of SMPL stock, worth $2.33 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
59,693
Previous 58,606 1.85%
Holding current value
$2.33 Million
Previous $2.12 Million 2.03%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$31.31 - $37.21 $34,033 - $40,447
1,087 Added 1.85%
59,693 $2.07 Million
Q2 2024

Aug 13, 2024

SELL
$31.75 - $38.49 $4.45 Million - $5.4 Million
-140,248 Reduced 70.53%
58,606 $2.12 Million
Q1 2024

Apr 18, 2024

BUY
$33.04 - $42.69 $342,823 - $442,951
10,376 Added 5.51%
198,854 $6.77 Million
Q4 2023

Feb 09, 2024

BUY
$32.14 - $40.88 $326,992 - $415,913
10,174 Added 5.71%
188,478 $7.46 Million
Q3 2023

Oct 30, 2023

BUY
$32.65 - $38.88 $417,495 - $497,158
12,787 Added 7.73%
178,304 $6.16 Million
Q2 2023

Jul 13, 2023

BUY
$34.6 - $39.87 $96,499 - $111,197
2,789 Added 1.71%
165,517 $6.06 Million
Q1 2023

Apr 14, 2023

BUY
$34.51 - $39.77 $263,794 - $304,001
7,644 Added 4.93%
162,728 $6.47 Million
Q4 2022

Feb 02, 2023

BUY
$32.17 - $40.05 $49,252 - $61,316
1,531 Added 1.0%
155,084 $5.9 Million
Q3 2022

Nov 08, 2022

BUY
$29.4 - $38.82 $255,339 - $337,151
8,685 Added 6.0%
153,553 $4.91 Million
Q2 2022

Aug 11, 2022

BUY
$36.25 - $44.57 $704,555 - $866,262
19,436 Added 15.5%
144,868 $5.47 Million
Q1 2022

May 16, 2022

BUY
$33.81 - $42.35 $133,921 - $167,748
3,961 Added 3.26%
125,432 $4.76 Million
Q4 2021

Feb 04, 2022

BUY
$34.15 - $41.81 $4.15 Million - $5.08 Million
121,471 New
121,471 $5.05 Million

Others Institutions Holding SMPL

About Simply Good Foods Co


  • Ticker SMPL
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Packaged Foods
  • Shares Outstandng 98,993,696
  • Market Cap $3.87B
  • Description
  • The Simply Good Foods Company operates as a consumer packaged food and beverage company in North America and internationally. The company develops, markets, and sells snacks and meal replacements. It offers protein bars, ready-to-drink shakes, sweet and salty snacks, cookies, pizza, protein chips, recipes, and confectionery products, as well as ...
More about SMPL
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