CWM
CIVI icon

Congress Wealth Management’s Civitas Resources CIVI Stock Holding History

Congress Wealth Management’s Portfolio CIVI Stock Details CIVI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$219K Buy
7,967
+1,617
+25% +$44.5K ﹤0.01% 1132
2025
Q1 		$222K Buy
+6,350
New +$222K ﹤0.01% 1012