Congress Wealth Management’s Grand Canyon Education LOPE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,846	Closed	-$302K	–	1097
2024 Q4	$302K	Sell	1,846 -460	-20%	-$75.3K	﹤0.01%	766
2024 Q3	$327K	Buy	+2,306	New	+$327K	﹤0.01%	712