Congress Wealth Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Buy |
14,906
+121
| +0.8% | +$6.04K | 0.01% | 791 |
|
|
2025
Q1 | $501K | Buy |
14,785
+5,568
| +60% | +$189K | 0.01% | 814 |
|
|
2024
Q4 | $354K | Sell |
9,217
-152
| -2% | -$5.84K | ﹤0.01% | 726 |
|
|
2024
Q3 | $313K | Sell |
9,369
-446
| -5% | -$14.9K | ﹤0.01% | 719 |
|
|
2024
Q2 | $289K | Buy |
+9,815
| New | +$289K | ﹤0.01% | 625 |
|
|
2023
Q4 | – | Sell |
-12,572
| Closed | -$256K | – | 628 |
|
|
2023
Q3 | $256K | Hold |
12,572
| – | – | 0.01% | 548 |
|
|
2023
Q2 | $262K | Hold |
12,572
| – | – | 0.01% | 499 |
|
|
2023
Q1 | $218K | Hold |
12,572
| – | – | 0.01% | 527 |
|
|
2022
Q4 | $203K | Buy |
+12,572
| New | +$203K | 0.01% | 541 |
|