Citigroup’s Compass Diversified CODI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$24.5K Sell
3,121
-144,615
-98% -$921K ﹤0.01% 4768
2025
Q4
$709K Buy
147,736
+123,419
+508% +$780K ﹤0.01% 3366
2025
Q3
$161K Sell
24,317
-137,548
-85% -$948K ﹤0.01% 4081
2025
Q2
$1.02M Buy
161,865
+104,315
+181% +$1.16M ﹤0.01% 3184
2025
Q1
$1.07M Sell
57,550
-1,680
-3% -$34.7K ﹤0.01% 3202
2024
Q4
$1.37M Buy
59,230
+7,045
+14% +$158K ﹤0.01% 3114
2024
Q3
$1.15M Buy
52,185
+34,326
+192% +$748K ﹤0.01% 3148
2024
Q2
$391K Buy
17,859
+3,597
+25% +$80.9K ﹤0.01% 3544
2024
Q1
$343K Buy
14,262
+3,403
+31% +$77.5K ﹤0.01% 3772
2023
Q4
$244K Buy
10,859
+9,455
+673% +$185K ﹤0.01% 3830
2023
Q3
$26.4K Sell
1,404
-19,960
-93% -$420K ﹤0.01% 4316
2023
Q2
$463K Buy
21,364
+18,877
+759% +$375K ﹤0.01% 3428
2023
Q1
$47.5K Sell
2,487
-414
-14% -$8.47K ﹤0.01% 4280
2022
Q4
$52.9K Sell
2,901
-1,252
-30% -$23.5K ﹤0.01% 4263
2022
Q3
$76K Sell
4,153
-8,043
-66% -$177K ﹤0.01% 4213
2022
Q2
$261K Buy
+12,196
New +$278K ﹤0.01% 3686
2021
Q3
Sell
-3,185
Closed -$81K 5826
2021
Q2
$81K Sell
3,185
-162
-5% -$4.09K ﹤0.01% 4595
2021
Q1
$77K Buy
3,347
+2
+0.1% +$45 ﹤0.01% 4487
2020
Q4
$65K Sell
3,345
-796
-19% -$15.2K ﹤0.01% 5853
2020
Q3
$79K Buy
4,141
+3
+0.1% +$51 ﹤0.01% 5278
2020
Q2
$71K Buy
4,138
+153
+4% +$2.61K ﹤0.01% 5815
2020
Q1
$53K Sell
3,985
-168
-4% -$3.42K ﹤0.01% 5932
2019
Q4
$103K Sell
4,153
-122,842
-97% -$2.71M ﹤0.01% 5750
2019
Q3
$2.5M Buy
126,995
+80,493
+173% +$1.54M ﹤0.01% 2621
2019
Q2
$889K Buy
46,502
+9,619
+26% +$164K ﹤0.01% 3775
2019
Q1
$578K Sell
36,883
-7,820
-17% -$120K ﹤0.01% 4025
2018
Q4
$557K Sell
44,703
-18,440
-29% -$284K ﹤0.01% 4007
2018
Q3
$1.15M Sell
63,143
-5,471
-8% -$97K ﹤0.01% 3342
2018
Q2
$1.19M Sell
68,614
-18,018
-21% -$295K ﹤0.01% 3173
2018
Q1
$1.42M Sell
86,632
-34,618
-29% -$581K ﹤0.01% 2917
2017
Q4
$2.06M Buy
121,250
+11,887
+11% +$204K ﹤0.01% 2643
2017
Q3
$1.94M Buy
109,363
+4,636
+4% +$80.1K ﹤0.01% 2693
2017
Q2
$1.83M Sell
104,727
-26,821
-20% -$447K ﹤0.01% 2676
2017
Q1
$2.18M Sell
131,548
-1,200
-0.9% -$20.5K ﹤0.01% 2395
2016
Q4
$2.38M Buy
132,748
+43,506
+49% +$792K ﹤0.01% 2729
2016
Q3
$1.55M Buy
89,242
+31,129
+54% +$531K ﹤0.01% 2756
2016
Q2
$964K Buy
58,113
+3,125
+6% +$50.2K ﹤0.01% 3002
2016
Q1
$860K Buy
54,988
+45,444
+476% +$673K ﹤0.01% 3513
2015
Q4
$152K Sell
9,544
-2,608
-21% -$42.1K ﹤0.01% 4995
2015
Q3
$196K Buy
12,152
+9,761
+408% +$162K ﹤0.01% 4507
2015
Q2
$39K Sell
2,391
-997
-29% -$16.7K ﹤0.01% 5701
2015
Q1
$58K Sell
3,388
-1,954
-37% -$32.5K ﹤0.01% 5460
2014
Q4
$87K Buy
5,342
+1,275
+31% +$22.1K ﹤0.01% 5340
2014
Q3
$71K Buy
4,067
+1,540
+61% +$27.9K ﹤0.01% 5040
2014
Q2
$46K Sell
2,527
-2,952
-54% -$52.6K ﹤0.01% 5212
2014
Q1
$103K Buy
5,479
+2,124
+63% +$39.2K ﹤0.01% 4953
2013
Q4
$66K Sell
3,355
-1,758
-34% -$32.8K ﹤0.01% 5558
2013
Q3
$91K Buy
5,113
+836
+20% +$14.9K ﹤0.01% 4807
2013
Q2
$75K Buy
+4,277
New +$72.5K ﹤0.01% 5081

Other funds holding CODI