Congress Wealth Management’s Columbia Financial CLBK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.02M	Sell	70,113 -2,000	-3%	-$29K	0.01%	700
2025 Q1	$1.1M	Buy	+72,113	New	+$1.1M	0.01%	616