Compass Financial Services Inc historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Compass Financial Services Inc opened 1 positions, added to 0, reduced 0 and sold out of 3.
- Q1 2026: Stock POWER REIT; Country of operation United States; Class Common Stock; Shares before 75.
- Q4 2025: Stock TECNOGLASS INC; Country of operation —; Class Common Stock; Shares before 200.
- Q2 2025: Stock DISCOVER FINANCIAL; Country of operation United States; Class Common Stock; Shares before 280.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2039088), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-06-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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