Triune Financial Partners’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
10,221
| – | – | 0.06% | 39 |
|
|
2025
Q1 | $95K | Hold |
10,221
| – | – | 0.03% | 36 |
|
|
2024
Q4 | $115K | Hold |
10,221
| – | – | 0.04% | 36 |
|
|
2024
Q3 | $123K | Hold |
10,221
| – | – | 0.04% | 32 |
|
|
2024
Q2 | $106K | Hold |
10,221
| – | – | 0.04% | 32 |
|
|
2024
Q1 | $161K | Buy |
10,221
+82
| +0.8% | +$1.29K | 0.06% | 31 |
|
|
2023
Q4 | $257K | Sell |
10,139
-1,158
| -10% | -$29.3K | 0.1% | 29 |
|
|
2023
Q3 | $316K | Buy |
11,297
+60
| +0.5% | +$1.68K | 0.13% | 23 |
|
|
2023
Q2 | $382K | Buy |
11,237
+48
| +0.4% | +$1.63K | 0.16% | 19 |
|
|
2023
Q1 | $384K | Buy |
11,189
+50
| +0.4% | +$1.72K | 0.17% | 16 |
|
|
2022
Q4 | $457K | Buy |
11,139
+40
| +0.4% | +$1.64K | 0.22% | 15 |
|
|
2022
Q3 | $428K | Sell |
11,099
-2,636
| -19% | -$102K | 0.24% | 11 |
|
|
2022
Q2 | $486K | Hold |
13,735
| – | – | 0.26% | 11 |
|
|
2022
Q1 | $862K | Hold |
13,735
| – | – | 0.46% | 9 |
|
|
2021
Q4 | $702K | Buy |
+13,735
| New | +$702K | 0.36% | 9 |
|
|
2021
Q2 | $923K | Buy |
+15,578
| New | +$923K | 0.75% | 8 |
|