Allworth Financial’s Compass COMP Stock Holding History

Allworth Financial’s Portfolio COMP Stock Details COMP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.88K	Buy
2025 Q2	$735	Buy
2025 Q1	$722	Buy
2024 Q4	$352	Buy
2023 Q4	–	Sell
2023 Q3	$47	Hold
2023 Q2	$56	Sell
2023 Q1	$207	Hold
2022 Q4	$149	Buy