LPL Financial’s Compass COMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.17M | Buy |
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|
2025
Q2 | $533K | Buy |
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|
2025
Q1 | $727K | Buy |
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|
2024
Q4 | $339K | Buy |
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|
2024
Q3 | $336K | Buy |
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|
2024
Q2 | $44.4K | Buy |
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|
2024
Q1 | $41.5K | Sell |
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|
2023
Q4 | $45.6K | Sell |
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|
2023
Q3 | $35.7K | Sell |
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|
2023
Q2 | $43.3K | Sell |
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|
2023
Q1 | $45.4K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $24K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $96K | Sell |
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|
2021
Q3 | $211K | Buy |
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