Capital Investment Advisory Services’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $69.9K | Sell |
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|
2025
Q2 | $77.2K | Hold |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $289K | Hold |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $200K | Buy |
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