IFP Advisors’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1K | Sell |
43
-258
| -86% | -$6.08K | ﹤0.01% | 4216 |
|
|
2025
Q4 | $5.91K | Sell |
301
-14
| -4% | -$259 | ﹤0.01% | 3330 |
|
|
2025
Q3 | $6.05K | Buy |
+315
| New | +$6.26K | ﹤0.01% | 3143 |
|
|
2025
Q2 | – | Sell |
-186
| Closed | -$3.01K | – | 2803 |
|
|
2025
Q1 | $1.73K | Sell |
186
-91
| -33% | -$1.04K | ﹤0.01% | 3184 |
|
|
2024
Q4 | $3.26K | Sell |
277
-805
| -74% | -$10.5K | ﹤0.01% | 2942 |
|
|
2024
Q3 | $13K | Sell |
1,082
-198
| -15% | -$2.1K | ﹤0.01% | 2322 |
|
|
2024
Q2 | $13.2K | Sell |
1,280
-1,620
| -56% | -$20.9K | ﹤0.01% | 2246 |
|
|
2024
Q1 | $45.7K | Sell |
2,900
-371
| -11% | -$7.79K | ﹤0.01% | 1625 |
|
|
2023
Q4 | $82.8K | Sell |
3,271
-439
| -12% | -$11.2K | ﹤0.01% | 1331 |
|
|
2023
Q3 | $104K | Sell |
3,710
-4,702
| -56% | -$151K | ﹤0.01% | 1235 |
|
|
2023
Q2 | $286K | Sell |
8,412
-139
| -2% | -$4.61K | 0.01% | 853 |
|
|
2023
Q1 | $559K | Sell |
8,551
-5,250
| -38% | -$210K | 0.02% | 565 |
|
|
2022
Q4 | $906K | Sell |
13,801
-472
| -3% | -$19.5K | 0.02% | 655 |
|
|
2022
Q3 | $941K | Buy |
14,273
+2,985
| +26% | +$114K | 0.02% | 656 |
|
|
2022
Q2 | $744K | Hold |
11,288
| – | – | 0.02% | 678 |
|
|
2022
Q1 | $744K | Buy |
11,288
+1,554
| +16% | +$88.3K | 0.02% | 678 |
|
|
2021
Q4 | $500K | Buy |
9,734
+974
| +11% | +$59.4K | 0.01% | 591 |
|
|
2021
Q3 | $562K | Buy |
8,760
+5,488
| +168% | +$361K | 0.01% | 555 |
|
|
2021
Q2 | $196K | Buy |
3,272
+138
| +4% | +$9.16K | ﹤0.01% | 916 |
|
|
2021
Q1 | $195K | Buy |
3,134
+235
| +8% | +$15K | ﹤0.01% | 846 |
|
|
2020
Q4 | $179K | Buy |
2,899
+114
| +4% | +$7.06K | 0.01% | 848 |
|
|
2020
Q3 | $162K | Buy |
2,785
+258
| +10% | +$14.2K | 0.01% | 781 |
|
|
2020
Q2 | $121K | Sell |
2,527
-468
| -16% | -$21.7K | 0.01% | 853 |
|
|
2020
Q1 | $123K | Buy |
2,995
+636
| +27% | +$34.6K | 0.01% | 744 |
|
|
2019
Q4 | $144K | Buy |
2,359
+1,839
| +354% | +$104K | 0.01% | 772 |
|
|
2019
Q3 | $29K | Buy |
+520
| New | +$27.9K | ﹤0.01% | 1599 |
|
|
2019
Q1 | $91K | Buy |
1,700
+10
| +0.6% | +$506 | 0.01% | 723 |
|
|
2018
Q4 | $70K | Sell |
1,690
-455
| -21% | -$24K | ﹤0.01% | 1398 |
|
|
2018
Q3 | $144K | Sell |
2,145
-52
| -2% | -$3.39K | 0.01% | 1263 |
|
|
2018
Q2 | $144K | Buy |
2,197
+281
| +15% | +$18.7K | 0.01% | 1267 |
|
|
2018
Q1 | $138K | Hold |
1,916
| – | – | 0.01% | 1185 |
|
|
2017
Q4 | $138K | Sell |
1,916
-515
| -21% | -$34.7K | 0.01% | 1194 |
|
|
2017
Q3 | $158K | Buy |
2,431
+1,175
| +94% | +$78.5K | 0.01% | 1287 |
|
|
2017
Q2 | $82K | Sell |
1,256
-2,153
| -63% | -$143K | ﹤0.01% | 1644 |
|
|
2017
Q1 | $231K | Buy |
3,409
+155
| +5% | +$11.8K | 0.01% | 1041 |
|
|
2016
Q4 | $255K | Buy |
3,254
+267
| +9% | +$20.3K | 0.01% | 934 |
|
|
2016
Q3 | $220K | Buy |
2,987
+493
| +20% | +$35.7K | 0.01% | 953 |
|
|
2016
Q2 | $185K | Buy |
2,494
+794
| +47% | +$60.1K | 0.01% | 1005 |
|
|
2016
Q1 | $91K | Buy |
1,700
+1,415
| +496% | +$101K | 0.01% | 723 |
|
|
2015
Q4 | $21K | Buy |
+285
| New | +$23.2K | ﹤0.01% | 2128 |
|
Other funds holding CMP
KI
SCP
VCM
EMCIP
ECM
ICM
GCM