Cambridge Investment Research Advisors’s Compass COMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$499K Buy
68,225
+234
+0.3% +$2.46K ﹤0.01% 2807
2025
Q4
$719K Sell
67,991
-1,536
-2% -$14K ﹤0.01% 2396
2025
Q3
$558K Sell
69,527
-8,433
-11% -$68.3K ﹤0.01% 2569
2025
Q2
$490K Sell
77,960
-5,071
-6% -$34.7K ﹤0.01% 2566
2025
Q1
$725K Buy
83,031
+2,817
+4% +$22.3K ﹤0.01% 2125
2024
Q4
$469K Hold
80,214
﹤0.01% 2481
2024
Q3
$490K Buy
80,214
+973
+1% +$4.79K ﹤0.01% 2434
2024
Q2
$285K Hold
79,241
﹤0.01% 2741
2024
Q1
$285K Sell
79,241
-75
-0.1% -$265 ﹤0.01% 2737
2023
Q4
$298K Hold
79,316
﹤0.01% 2599
2023
Q3
$230K Hold
79,316
﹤0.01% 2702
2023
Q2
$278K Buy
+79,316
New +$260K ﹤0.01% 2597

Other funds holding COMP