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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

SMPL holding history

Simply Good Foods Co in every 13F filed by Sutton Wealth Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SMPL overviewAll 13F holders of SMPLFull Q3 2023 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of SMPL by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−1,245−100.0%Sold outHolders
Q4 20221,245$47.3K<0.1%00.0%UnchangedHolders
Q3 20221,245$39.8K<0.1%−337−21.3%ReducedHolders
Q2 20221,582$59.8K<0.1%+237+17.6%AddedHolders
Q1 20221,345$51.0K<0.1%+99+7.9%AddedHolders
Q4 20211,246$51.8K<0.1%+19+1.5%AddedHolders
Q3 20211,227$42.3K<0.1%00.0%UnchangedHolders
Q2 20211,227$44.8K<0.1%00.0%UnchangedHolders
Q1 20211,227$37.3K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.