Patriot Financial Group Insurance Agency’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 | $260K | Buy |
12,959
+1,098
| +9% | +$22.1K | 0.03% | 434 |
|
|
2025
Q1 | $110K | Buy |
+11,861
| New | +$110K | 0.01% | 473 |
|
|
2024
Q1 | – | Sell |
-8,228
| Closed | -$208K | – | 482 |
|
|
2023
Q4 | $208K | Buy |
8,228
+194
| +2% | +$4.91K | 0.04% | 418 |
|
|
2023
Q3 | $225K | Buy |
8,034
+1,047
| +15% | +$29.3K | 0.05% | 387 |
|
|
2023
Q2 | $238K | Sell |
6,987
-429
| -6% | -$14.6K | 0.04% | 387 |
|
|
2023
Q1 | $254K | Buy |
7,416
+740
| +11% | +$25.4K | 0.05% | 372 |
|
|
2022
Q4 | $274K | Buy |
6,676
+713
| +12% | +$29.2K | 0.04% | 332 |
|
|
2022
Q3 | $230K | Sell |
5,963
-5
| -0.1% | -$193 | 0.06% | 346 |
|
|
2022
Q2 | $211K | Buy |
5,968
+1,647
| +38% | +$58.2K | 0.04% | 364 |
|
|
2022
Q1 | $271K | Buy |
4,321
+810
| +23% | +$50.8K | 0.05% | 349 |
|
|
2021
Q4 | $179K | Buy |
3,511
+91
| +3% | +$4.64K | 0.03% | 475 |
|
|
2021
Q3 | $220K | Buy |
3,420
+740
| +28% | +$47.6K | 0.04% | 429 |
|
|
2021
Q2 | $159K | Buy |
2,680
+1,063
| +66% | +$63.1K | 0.03% | 484 |
|
|
2021
Q1 | $101K | Buy |
1,617
+234
| +17% | +$14.6K | 0.02% | 553 |
|
|
2020
Q4 | $85K | Buy |
1,383
+958
| +225% | +$58.9K | 0.02% | 548 |
|
|
2020
Q3 | $25K | Buy |
425
+151
| +55% | +$8.88K | 0.01% | 728 |
|
|
2020
Q2 | $13K | Buy |
274
+194
| +243% | +$9.2K | 0.01% | 879 |
|
|
2020
Q1 | $3K | Buy |
80
+13
| +19% | +$488 | ﹤0.01% | 1190 |
|
|
2019
Q4 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 1001 |
|