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