Congress Wealth Management’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.86M | Buy |
164,414
+50,612
| +44% | +$2.73M | 0.09% | 273 |
|
|
2025
Q1 | $5.85M | Buy |
113,802
+5,373
| +5% | +$276K | 0.07% | 305 |
|
|
2024
Q4 | $6.31M | Sell |
108,429
-7,261
| -6% | -$423K | 0.09% | 256 |
|
|
2024
Q3 | $6.49M | Buy |
115,690
+6,409
| +6% | +$360K | 0.09% | 260 |
|
|
2024
Q2 | $6.71M | Buy |
109,281
+18,273
| +20% | +$1.12M | 0.11% | 219 |
|
|
2024
Q1 | $5.63M | Buy |
+91,008
| New | +$5.63M | 0.1% | 214 |
|
|
2023
Q3 | – | Sell |
-3,758
| Closed | -$212K | – | 602 |
|
|
2023
Q2 | $212K | Sell |
3,758
-15,298
| -80% | -$863K | ﹤0.01% | 533 |
|
|
2023
Q1 | $751K | Sell |
19,056
-6,363
| -25% | -$251K | 0.02% | 376 |
|
|
2022
Q4 | $887K | Sell |
25,419
-11,827
| -32% | -$413K | 0.02% | 349 |
|
|
2022
Q3 | $1.13M | Sell |
37,246
-68,762
| -65% | -$2.09M | 0.03% | 326 |
|
|
2022
Q2 | $3.22M | Sell |
106,008
-66,096
| -38% | -$2.01M | 0.08% | 236 |
|
|
2022
Q1 | $6.47M | Buy |
172,104
+9,029
| +6% | +$340K | 0.14% | 181 |
|
|
2021
Q4 | $5.76M | Buy |
+163,075
| New | +$5.76M | 0.11% | 204 |
|