Allworth Financial’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05K | Buy |
+152
| New | +$3.05K | ﹤0.01% | 3518 |
|
|
2025
Q1 | – | Sell |
-2,180
| Closed | -$29.8K | – | 4073 |
|
|
2024
Q4 | $29.8K | Buy |
2,180
+403
| +23% | +$5.51K | ﹤0.01% | 1845 |
|
|
2024
Q3 | $21.4K | Sell |
1,777
-61
| -3% | -$733 | ﹤0.01% | 1864 |
|
|
2024
Q2 | $22.6K | Buy |
1,838
+1,755
| +2,114% | +$21.6K | ﹤0.01% | 1800 |
|
|
2024
Q1 | $1.31K | Buy |
83
+31
| +60% | +$488 | ﹤0.01% | 2989 |
|
|
2023
Q4 | $1.32K | Sell |
52
-469
| -90% | -$11.9K | ﹤0.01% | 2853 |
|
|
2023
Q3 | $14.6K | Buy |
+521
| New | +$14.6K | ﹤0.01% | 1709 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$138 | – | 3276 |
|
|
2023
Q1 | $138 | Sell |
4
-35
| -90% | -$1.21K | ﹤0.01% | 3069 |
|
|
2022
Q4 | $1.6K | Buy |
39
+24
| +160% | +$984 | ﹤0.01% | 2314 |
|
|
2022
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 2339 |
|