Ancora Advisors’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51K | Hold |
400
| – | – | ﹤0.01% | 1592 |
|
|
2025
Q1 | $7.47K | Hold |
400
| – | – | ﹤0.01% | 1348 |
|
|
2024
Q4 | $9.23K | Hold |
400
| – | – | ﹤0.01% | 1324 |
|
|
2024
Q3 | $8.85K | Hold |
400
| – | – | ﹤0.01% | 1330 |
|
|
2024
Q2 | $8.76K | Hold |
400
| – | – | ﹤0.01% | 1298 |
|
|
2024
Q1 | $9.63K | Hold |
400
| – | – | ﹤0.01% | 1287 |
|
|
2023
Q4 | $8.98K | Hold |
400
| – | – | ﹤0.01% | 1278 |
|
|
2023
Q3 | $7.51K | Hold |
400
| – | – | ﹤0.01% | 1303 |
|
|
2023
Q2 | $8.68K | Hold |
400
| – | – | ﹤0.01% | 1268 |
|
|
2023
Q1 | $7.63K | Hold |
400
| – | – | ﹤0.01% | 1300 |
|
|
2022
Q4 | $7K | Hold |
400
| – | – | ﹤0.01% | 1372 |
|
|
2022
Q3 | $7K | Hold |
400
| – | – | ﹤0.01% | 1522 |
|
|
2022
Q2 | $9K | Hold |
400
| – | – | ﹤0.01% | 1572 |
|
|
2022
Q1 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 1688 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$25K | – | 1365 |
|
|
2019
Q4 | $25K | Buy |
+1,000
| New | +$25K | ﹤0.01% | 1009 |
|