Capital Analysts LLC’s Compass COMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Hold |
300
| – | – | ﹤0.01% | 1315 |
|
|
2025
Q1 | $3K | Hold |
300
| – | – | ﹤0.01% | 1278 |
|
|
2024
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 1216 |
|
|
2024
Q3 | $2K | Hold |
300
| – | – | ﹤0.01% | 1207 |
|
|
2024
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 1134 |
|
|
2024
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 1068 |
|
|
2023
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 1047 |
|
|
2023
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 1082 |
|
|
2023
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 966 |
|
|
2023
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 938 |
|
|
2022
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 1019 |
|
|
2022
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 1038 |
|
|
2022
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 963 |
|
|
2022
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 872 |
|
|
2021
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 929 |
|
|
2021
Q3 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 873 |
|