Lindbrook Capital’s Compass COMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.59K | Buy |
526
+134
| +34% | +$1.17K | ﹤0.01% | 1984 |
|
|
2024
Q4 | $2.29K | Hold |
392
| – | – | ﹤0.01% | 2270 |
|
|
2024
Q3 | $2.4K | Buy |
392
+106
| +37% | +$648 | ﹤0.01% | 2287 |
|
|
2024
Q2 | $1.03K | Sell |
286
-135
| -32% | -$486 | ﹤0.01% | 2484 |
|
|
2024
Q1 | $1.52K | Buy |
+421
| New | +$1.52K | ﹤0.01% | 2332 |
|
|
2023
Q4 | – | Sell |
-4,131
| Closed | -$12K | – | 2718 |
|
|
2023
Q3 | $12K | Buy |
4,131
+60
| +1% | +$174 | ﹤0.01% | 1316 |
|
|
2023
Q2 | $14.2K | Hold |
4,071
| – | – | ﹤0.01% | 1264 |
|
|
2023
Q1 | $13.1K | Sell |
4,071
-64
| -2% | -$207 | ﹤0.01% | 1285 |
|
|
2022
Q4 | $9.64K | Buy |
4,135
+3,350
| +427% | +$7.81K | ﹤0.01% | 1454 |
|
|
2022
Q3 | $2K | Buy |
+785
| New | +$2K | ﹤0.01% | 2022 |
|