Allworth Financial’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $116K | Sell |
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|
2025
Q2 | $184K | Buy |
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|
2025
Q1 | $17.1K | Hold |
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|
2024
Q4 | $21.4K | Sell |
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|
2024
Q3 | $22.7K | Sell |
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|
2024
Q2 | $24.1K | Buy |
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|
2024
Q1 | $24.1K | Hold |
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|
2023
Q4 | $22.4K | Hold |
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|
2023
Q3 | $18.8K | Hold |
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|
2023
Q2 | $21.7K | Hold |
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|
2023
Q1 | $19.1K | Hold |
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|
2022
Q4 | $18.2K | Hold |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $31K | Hold |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $26K | Hold |
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|
2021
Q1 | $23K | Hold |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $19K | Hold |
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|
2020
Q2 | $17K | Buy |
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