Congress Wealth Management’s Knife River KNF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.63M	Sell	93,504 -1,806	-2%	-$147K	0.07%	302
2025 Q1	$8.6M	Buy	95,310 +6,062	+7%	+$547K	0.1%	233
2024 Q4	$9.07M	Buy	89,248 +5,613	+7%	+$571K	0.12%	209
2024 Q3	$7.48M	Buy	83,635 +2,588	+3%	+$231K	0.1%	242
2024 Q2	$5.68M	Buy	+81,047	New	+$5.68M	0.09%	233