Ameriprise’s Compass COMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
36,770
-123,534
-77% -$776K ﹤0.01% 3747
2025
Q1
$1.4M Buy
160,304
+75,308
+89% +$657K ﹤0.01% 3045
2024
Q4
$497K Buy
84,996
+48,146
+131% +$282K ﹤0.01% 3503
2024
Q3
$225K Sell
36,850
-184,274
-83% -$1.13M ﹤0.01% 3708
2024
Q2
$796K Buy
221,124
+8,400
+4% +$30.2K ﹤0.01% 3246
2024
Q1
$766K Sell
212,724
-59,921
-22% -$216K ﹤0.01% 3279
2023
Q4
$1.03M Buy
272,645
+105,063
+63% +$395K ﹤0.01% 3180
2023
Q3
$486K Buy
+167,582
New +$486K ﹤0.01% 3427