Congress Wealth Management’s Northeast Bank NBN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-34,702	Closed	-$1.59M	–	1103
2024 Q4	$1.59M	Buy	+34,702	New	+$1.59M	0.02%	444
2022 Q1	–	Sell	-34,702	Closed	-$620K	–	626
2021 Q4	$620K	Buy	+34,702	New	+$620K	0.01%	437