IFP Advisors’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-186
| Closed | -$1.73K | – | 2803 |
|
|
2025
Q1 | $1.73K | Sell |
186
-91
| -33% | -$847 | ﹤0.01% | 3184 |
|
|
2024
Q4 | $3.26K | Sell |
277
-805
| -74% | -$9.47K | ﹤0.01% | 2942 |
|
|
2024
Q3 | $13K | Sell |
1,082
-198
| -15% | -$2.38K | ﹤0.01% | 2322 |
|
|
2024
Q2 | $13.2K | Sell |
1,280
-1,620
| -56% | -$16.7K | ﹤0.01% | 2246 |
|
|
2024
Q1 | $45.7K | Sell |
2,900
-371
| -11% | -$5.84K | ﹤0.01% | 1625 |
|
|
2023
Q4 | $82.8K | Sell |
3,271
-439
| -12% | -$11.1K | ﹤0.01% | 1331 |
|
|
2023
Q3 | $104K | Sell |
3,710
-4,702
| -56% | -$131K | ﹤0.01% | 1235 |
|
|
2023
Q2 | $286K | Sell |
8,412
-139
| -2% | -$4.73K | 0.01% | 853 |
|
|
2023
Q1 | $559K | Sell |
8,551
-5,250
| -38% | -$343K | 0.02% | 565 |
|
|
2022
Q4 | $906K | Sell |
13,801
-472
| -3% | -$31K | 0.02% | 655 |
|
|
2022
Q3 | $941K | Buy |
14,273
+2,985
| +26% | +$197K | 0.02% | 656 |
|
|
2022
Q2 | $744K | Hold |
11,288
| – | – | 0.02% | 678 |
|
|
2022
Q1 | $744K | Buy |
11,288
+1,554
| +16% | +$102K | 0.02% | 678 |
|
|
2021
Q4 | $500K | Buy |
9,734
+974
| +11% | +$50K | 0.01% | 583 |
|
|
2021
Q3 | $562K | Buy |
8,760
+5,488
| +168% | +$352K | 0.01% | 535 |
|
|
2021
Q2 | $196K | Buy |
3,272
+138
| +4% | +$8.27K | ﹤0.01% | 916 |
|
|
2021
Q1 | $195K | Buy |
3,134
+235
| +8% | +$14.6K | ﹤0.01% | 846 |
|
|
2020
Q4 | $179K | Buy |
2,899
+114
| +4% | +$7.04K | 0.01% | 848 |
|
|
2020
Q3 | $162K | Buy |
2,785
+258
| +10% | +$15K | 0.01% | 781 |
|
|
2020
Q2 | $121K | Sell |
2,527
-468
| -16% | -$22.4K | 0.01% | 853 |
|
|
2020
Q1 | $123K | Buy |
2,995
+636
| +27% | +$26.1K | 0.01% | 742 |
|
|
2019
Q4 | $144K | Buy |
2,359
+1,839
| +354% | +$112K | 0.01% | 772 |
|
|
2019
Q3 | $29K | Buy |
+520
| New | +$29K | ﹤0.01% | 1599 |
|
|
2019
Q1 | $91K | Buy |
1,700
+10
| +0.6% | +$535 | 0.01% | 723 |
|
|
2018
Q4 | $70K | Sell |
1,690
-455
| -21% | -$18.8K | ﹤0.01% | 1387 |
|
|
2018
Q3 | $144K | Sell |
2,145
-52
| -2% | -$3.49K | 0.01% | 1257 |
|
|
2018
Q2 | $144K | Buy |
2,197
+281
| +15% | +$18.4K | 0.01% | 1258 |
|
|
2018
Q1 | $138K | Hold |
1,916
| – | – | 0.01% | 1185 |
|
|
2017
Q4 | $138K | Sell |
1,916
-515
| -21% | -$37.1K | 0.01% | 1182 |
|
|
2017
Q3 | $158K | Buy |
2,431
+1,175
| +94% | +$76.4K | 0.01% | 1280 |
|
|
2017
Q2 | $82K | Sell |
1,256
-2,153
| -63% | -$141K | ﹤0.01% | 1632 |
|
|
2017
Q1 | $231K | Buy |
3,409
+155
| +5% | +$10.5K | 0.01% | 1038 |
|
|
2016
Q4 | $255K | Buy |
3,254
+267
| +9% | +$20.9K | 0.01% | 933 |
|
|
2016
Q3 | $220K | Buy |
2,987
+493
| +20% | +$36.3K | 0.01% | 950 |
|
|
2016
Q2 | $185K | Buy |
2,494
+794
| +47% | +$58.9K | 0.01% | 1003 |
|
|
2016
Q1 | $91K | Buy |
1,700
+1,415
| +496% | +$75.7K | 0.01% | 723 |
|
|
2015
Q4 | $21K | Buy |
+285
| New | +$21K | ﹤0.01% | 2115 |
|