BankPlus Trust Department’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
$8.67K Hold
1,380
﹤0.01% 363
2025
Q1
$25.8K Sell
1,380
-489
-26% -$9.13K 0.01% 287
2024
Q4
$43.1K Buy
+1,869
New +$43.1K 0.01% 233