Jones Financial Companies’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Sell |
8,737
-7,672
| -47% | -$154K | ﹤0.01% | 1712 |
|
|
2025
Q1 | $157K | Sell |
16,409
-1,702
| -9% | -$16.3K | ﹤0.01% | 1586 |
|
|
2024
Q4 | $204K | Buy |
18,111
+5,544
| +44% | +$62.4K | ﹤0.01% | 1349 |
|
|
2024
Q3 | $156K | Buy |
12,567
+6,786
| +117% | +$84.1K | ﹤0.01% | 1229 |
|
|
2024
Q2 | $59.7K | Buy |
+5,781
| New | +$59.7K | ﹤0.01% | 1189 |
|
|
2021
Q2 | – | Sell |
-771
| Closed | -$48K | – | 649 |
|
|
2021
Q1 | $48K | Buy |
+771
| New | +$48K | ﹤0.01% | 351 |
|