CWM
LINE

Congress Wealth Management’s Lineage, Inc. Common Stock LINE Stock Holding History

Congress Wealth Management’s Portfolio LINE Stock Details LINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,373
Closed -$552K – 1224
2025
Q1 		$552K Buy
+9,373
New +$552K 0.01% 788