Sequoia Financial Advisors’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.5K | Buy |
11,061
+23
| +0.2% | +$144 | ﹤0.01% | 1530 |
|
|
2025
Q1 | $206K | Buy |
11,038
+18
| +0.2% | +$336 | ﹤0.01% | 1247 |
|
|
2024
Q4 | $254K | Buy |
11,020
+19
| +0.2% | +$439 | ﹤0.01% | 1090 |
|
|
2024
Q3 | $243K | Buy |
11,001
+16
| +0.1% | +$354 | ﹤0.01% | 1074 |
|
|
2024
Q2 | $240K | Buy |
10,985
+17
| +0.2% | +$372 | ﹤0.01% | 990 |
|
|
2024
Q1 | $264K | Buy |
10,968
+16
| +0.1% | +$385 | ﹤0.01% | 918 |
|
|
2023
Q4 | $246K | Buy |
10,952
+21
| +0.2% | +$471 | ﹤0.01% | 1009 |
|
|
2023
Q3 | $205K | Buy |
10,931
+16
| +0.1% | +$300 | ﹤0.01% | 855 |
|
|
2023
Q2 | $237K | Buy |
10,915
+19
| +0.2% | +$412 | ﹤0.01% | 791 |
|
|
2023
Q1 | $208K | Buy |
10,896
+17
| +0.2% | +$324 | ﹤0.01% | 750 |
|
|
2022
Q4 | $198K | Buy |
+10,879
| New | +$198K | ﹤0.01% | 737 |
|