Raymond James Financial’s Compass COMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$170K Sell
27,014
-1,198
-4% -$7.52K ﹤0.01% 4560
2025
Q1
$246K Buy
28,212
+1,235
+5% +$10.8K ﹤0.01% 4278
2024
Q4
$158K Buy
+26,977
New +$158K ﹤0.01% 4422