Congress Wealth Management’s Northeast Bank NBN Stock Holding History

Congress Wealth Management’s Portfolio NBN Stock Details NBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$1.59M	Buy
2022 Q1	–	Sell
2021 Q4	$620K	Buy