Congress Wealth Management’s LCI Industries LCII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Buy
21,793
+12,208
+127% +$1.11M 0.02% 557
2025
Q1
$838K Buy
9,585
+101
+1% +$8.83K 0.01% 671
2024
Q4
$981K Sell
9,484
-12,424
-57% -$1.28M 0.01% 522
2024
Q3
$2.64M Buy
21,908
+9,484
+76% +$1.14M 0.04% 381
2024
Q2
$1.28M Buy
+12,424
New +$1.28M 0.02% 397