Cetera Investment Advisers’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,505
| Closed | -$172K | – | 4071 |
|
|
2025
Q1 | $172K | Buy |
18,505
+197
| +1% | +$1.83K | ﹤0.01% | 3651 |
|
|
2024
Q4 | $206K | Sell |
18,308
-13,619
| -43% | -$153K | ﹤0.01% | 3411 |
|
|
2024
Q3 | $384K | Buy |
31,927
+7,752
| +32% | +$93.2K | ﹤0.01% | 2873 |
|
|
2024
Q2 | $250K | Sell |
24,175
-1,198
| -5% | -$12.4K | ﹤0.01% | 3204 |
|
|
2024
Q1 | $399K | Buy |
+25,373
| New | +$399K | ﹤0.01% | 2788 |
|
|
2023
Q3 | – | Sell |
-11,142
| Closed | -$379K | – | 2197 |
|
|
2023
Q2 | $379K | Buy |
11,142
+2,400
| +27% | +$81.6K | ﹤0.01% | 1602 |
|
|
2023
Q1 | $300K | Buy |
8,742
+304
| +4% | +$10.4K | ﹤0.01% | 1704 |
|
|
2022
Q4 | $346K | Buy |
+8,438
| New | +$346K | ﹤0.01% | 1572 |
|
|
2022
Q1 | – | Sell |
-4,967
| Closed | -$254K | – | 1882 |
|
|
2021
Q4 | $254K | Buy |
+4,967
| New | +$254K | ﹤0.01% | 1586 |
|