SOA Wealth 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
Q3 | $3.9K | Hold |
|
|||||
|
2025
Q2 | $3.69K | Buy |
|
|||||
|
2025
Q1 | $10.8K | Buy |
|
|||||
|
2024
Q4 | $13.2K | Buy |
|
|||||
|
2024
Q3 | $12.5K | Buy |
|
|||||
|
2024
Q2 | $12.3K | Buy |
|
|||||
|
2024
Q1 | $13.3K | Buy |
|
|||||
|
2023
Q4 | $12.3K | Buy |
|
|||||
|
2023
Q3 | $10.2K | Buy |
|
|||||
|
2023
Q2 | $11.6K | Buy |
|
|||||
|
2023
Q1 | $10.1K | Buy |
|
|||||
|
2022
Q4 | $9.52K | Buy |
|
|||||
|
2022
Q3 | $9K | Buy |
|
|||||
|
2022
Q2 | $10K | Buy |
|
|||||
|
2022
Q1 | $11K | Buy |
|
|||||
|
2021
Q4 | $15K | Buy |
|