Congress Wealth Management’s Main Street Capital MAIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
5,368
| – | – | ﹤0.01% | 1053 |
|
|
2025
Q1 | $304K | Buy |
5,368
+29
| +0.5% | +$1.64K | ﹤0.01% | 938 |
|
|
2024
Q4 | $313K | Hold |
5,339
| – | – | ﹤0.01% | 754 |
|
|
2024
Q3 | $268K | Hold |
5,339
| – | – | ﹤0.01% | 760 |
|
|
2024
Q2 | $270K | Hold |
5,339
| – | – | ﹤0.01% | 638 |
|
|
2024
Q1 | $253K | Sell |
5,339
-750
| -12% | -$35.5K | ﹤0.01% | 536 |
|
|
2023
Q4 | $263K | Buy |
6,089
+200
| +3% | +$8.65K | ﹤0.01% | 551 |
|
|
2023
Q3 | $239K | Buy |
5,889
+750
| +15% | +$30.5K | ﹤0.01% | 552 |
|
|
2023
Q2 | $206K | Hold |
5,139
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $203K | Buy |
+5,139
| New | +$203K | ﹤0.01% | 541 |
|