Dakota Wealth Management’s Compass Diversified CODI Stock Holding History

Dakota Wealth Management’s Portfolio CODI Stock Details CODI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$523K	Buy
2024 Q4	$645K	Sell
2024 Q3	$634K	Sell
2024 Q2	$661K	Buy
2024 Q1	$703K	Buy