SFS
CMP icon

Sowell Financial Services’s Compass Minerals CMP Stock Holding History

Sowell Financial Services’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,774
Closed -$194K – 930
2021
Q1 		$194K Sell
2,774
-1,029
-27% -$65.9K 0.01% 1070
2020
Q4 		$235K Buy
3,803
+131
+4% +$8.12K 0.01% 782
2020
Q3 		$218K Hold
3,672
– – 0.01% 701
2020
Q2 		$179K Buy
3,672
+3,638
+10,700% +$169K 0.01% 760
2020
Q1 		$1K Sell
34
-12,768
-100% -$695K ﹤0.01% 2207
2019
Q4 		$780K Sell
12,802
-20,522
-62% -$1.16M 0.06% 322
2019
Q3 		$1.88M Buy
+33,324
New +$1.79M 0.16% 138

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State Street
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Bank of New York Mellon
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SBH
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SCM
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Dimensional Fund Advisors
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Wells Fargo
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BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return