CPA
STK

Compass Planning Associates’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Compass Planning Associates’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$310K Hold
10,190
– – 0.28% 28
2025
Q1 		$285K Hold
10,190
– – 0.29% 30
2024
Q4 		$326K Buy
+10,190
New +$326K 0.33% 29