Stifel 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 | $360K | Buy |
57,260
+39,911
| +230% | +$251K | ﹤0.01% | 2948 |
|
|
2025
Q1 | $151K | Buy |
17,349
+1,889
| +12% | +$16.5K | ﹤0.01% | 3232 |
|
|
2024
Q4 | $90.4K | Sell |
15,460
-20
| -0.1% | -$117 | ﹤0.01% | 3258 |
|
|
2024
Q3 | $94.6K | Sell |
15,480
-235
| -1% | -$1.44K | ﹤0.01% | 3248 |
|
|
2024
Q2 | $56.6K | Buy |
15,715
+537
| +4% | +$1.93K | ﹤0.01% | 3270 |
|
|
2024
Q1 | $54.6K | Sell |
15,178
-16,194
| -52% | -$58.3K | ﹤0.01% | 3253 |
|
|
2023
Q4 | $118K | Buy |
31,372
+13,200
| +73% | +$49.6K | ﹤0.01% | 3142 |
|
|
2023
Q3 | $52.7K | Sell |
18,172
-1,500
| -8% | -$4.35K | ﹤0.01% | 3177 |
|
|
2023
Q2 | $68.9K | Buy |
19,672
+400
| +2% | +$1.4K | ﹤0.01% | 3212 |
|
|
2023
Q1 | $62.2K | Buy |
+19,272
| New | +$62.2K | ﹤0.01% | 3221 |
|