Congress Wealth Management’s LSI Industries LYTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$392K	Buy	+23,045	New	+$392K	﹤0.01%	996
2025 Q1	–	Sell	-25,835	Closed	-$502K	–	1098
2024 Q4	$502K	Sell	25,835 -42,510	-62%	-$826K	0.01%	638
2024 Q3	$1.1M	Buy	68,345 +25,470	+59%	+$411K	0.01%	504
2024 Q2	$620K	Buy	+42,875	New	+$620K	0.01%	502