Congress Wealth Management’s Deluxe DLX Stock Holding History

Congress Wealth Management’s Portfolio DLX Stock Details DLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$201K	Buy
2024 Q4	–	Sell
2024 Q3	$296K	Hold
2024 Q2	$342K	Buy