Congress Wealth Management’s Oceaneering OII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-210,298	Closed	-$4.59M	–	1206
2025 Q1	$4.59M	Buy	210,298 +5,461	+3%	+$119K	0.06%	341
2024 Q4	$5.34M	Buy	204,837 +18,883	+10%	+$492K	0.07%	278
2024 Q3	$4.62M	Buy	+185,954	New	+$4.62M	0.06%	303