Sheaff Brock Investment Advisors’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $459K | Hold |
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|
2024
Q4 | $568K | Sell |
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|
2024
Q3 | $555K | Hold |
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|
2024
Q2 | $549K | Hold |
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|
2024
Q1 | $604K | Sell |
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|
2023
Q4 | $569K | Sell |
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|
2023
Q3 | $481K | Hold |
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|
2023
Q2 | $555K | Hold |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $485K | Buy |
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|
2022
Q3 | $462K | Hold |
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|
2022
Q2 | $548K | Hold |
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|
2022
Q1 | $608K | Sell |
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|
2021
Q4 | $788K | Buy |
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|
2021
Q3 | $697K | Buy |
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|
2021
Q2 | $602K | Hold |
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|
2021
Q1 | $546K | Hold |
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|
2020
Q4 | $459K | Buy |
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|
2020
Q3 | $450K | Sell |
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|
2020
Q2 | $439K | Buy |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $431K | Buy |
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