Principal Financial Group’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
32,433
+3,040
| +10% | +$19.1K | ﹤0.01% | 2128 |
|
|
2025
Q1 | $257K | Sell |
29,393
-1,657
| -5% | -$14.5K | ﹤0.01% | 2018 |
|
|
2024
Q4 | $182K | Sell |
31,050
-4,232
| -12% | -$24.8K | ﹤0.01% | 2110 |
|
|
2024
Q3 | $216K | Sell |
35,282
-13,974
| -28% | -$85.4K | ﹤0.01% | 2089 |
|
|
2024
Q2 | $177K | Buy |
49,256
+11,789
| +31% | +$42.4K | ﹤0.01% | 2156 |
|
|
2024
Q1 | $135K | Buy |
37,467
+4,151
| +12% | +$14.9K | ﹤0.01% | 2238 |
|
|
2023
Q4 | $125K | Buy |
33,316
+12
| +0% | +$45 | ﹤0.01% | 2235 |
|
|
2023
Q3 | $96.6K | Sell |
33,304
-1,455
| -4% | -$4.22K | ﹤0.01% | 2288 |
|
|
2023
Q2 | $122K | Buy |
34,759
+4,406
| +15% | +$15.4K | ﹤0.01% | 2260 |
|
|
2023
Q1 | $98K | Sell |
30,353
-2,713
| -8% | -$8.76K | ﹤0.01% | 2302 |
|
|
2022
Q4 | $77K | Sell |
33,066
-5,956
| -15% | -$13.9K | ﹤0.01% | 2335 |
|
|
2022
Q3 | $91K | Sell |
39,022
-1,419
| -4% | -$3.31K | ﹤0.01% | 2347 |
|
|
2022
Q2 | $146K | Buy |
+40,441
| New | +$146K | ﹤0.01% | 2344 |
|