Farther Finance Advisors’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.66K | Sell |
583
-2,213
| -79% | -$13.9K | ﹤0.01% | 3480 |
|
2025
Q1 | $51.8K | Buy |
2,796
+577
| +26% | +$10.7K | ﹤0.01% | 1874 |
|
2024
Q4 | $51.2K | Hold |
2,219
| – | – | ﹤0.01% | 1653 |
|
2024
Q3 | $49.1K | Buy |
2,219
+1,625
| +274% | +$36K | ﹤0.01% | 1667 |
|
2024
Q2 | $12.9K | Buy |
594
+243
| +69% | +$5.27K | ﹤0.01% | 1970 |
|
2024
Q1 | $8.34K | Sell |
351
-700
| -67% | -$16.6K | ﹤0.01% | 1838 |
|
2023
Q4 | $23.6K | Buy |
1,051
+705
| +204% | +$15.8K | ﹤0.01% | 1293 |
|
2023
Q3 | $6.49K | Buy |
+346
| New | +$6.49K | ﹤0.01% | 1428 |
|