Farther Finance Advisors’s Compass COMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471 | Buy |
75
+47
| +168% | +$295 | ﹤0.01% | 4048 |
|
|
2025
Q1 | $244 | Hold |
28
| – | – | ﹤0.01% | 3913 |
|
|
2024
Q4 | $164 | Hold |
28
| – | – | ﹤0.01% | 3701 |
|
|
2024
Q3 | $171 | Buy |
28
+18
| +180% | +$110 | ﹤0.01% | 3685 |
|
|
2024
Q2 | $34 | Hold |
10
| – | – | ﹤0.01% | 3720 |
|
|
2024
Q1 | $36 | Hold |
10
| – | – | ﹤0.01% | 3490 |
|
|
2023
Q4 | $38 | Sell |
10
-135
| -93% | -$513 | ﹤0.01% | 3409 |
|
|
2023
Q3 | $421 | Hold |
145
| – | – | ﹤0.01% | 2313 |
|
|
2023
Q2 | $508 | Hold |
145
| – | – | ﹤0.01% | 2149 |
|
|
2023
Q1 | $468 | Hold |
145
| – | – | ﹤0.01% | 2022 |
|
|
2022
Q4 | $338 | Buy |
+145
| New | +$338 | ﹤0.01% | 1920 |
|