CAPTRUST Financial Advisors’s Compass COMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $897K | Buy |
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|
2024
Q3 | $897K | Buy |
|
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|
2024
Q2 | $514K | Buy |
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|
2024
Q1 | $479K | Sell |
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|
2023
Q4 | $534K | Buy |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $468K | Buy |
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|
2023
Q1 | $152K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Buy |
|