Congress Wealth Management’s Crexendo CXDO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$121K	Sell	20,000 -2,000	-9%	-$12.1K	﹤0.01%	1158
2025 Q1	$107K	Sell	22,000 -33,000	-60%	-$161K	﹤0.01%	1050
2024 Q4	$288K	Buy	55,000 +25,000	+83%	+$131K	﹤0.01%	774
2024 Q3	$139K	Hold	30,000	–	–	﹤0.01%	834
2024 Q2	$94.4K	Buy	+30,000	New	+$94.4K	﹤0.01%	709