Congress Wealth Management’s OneMain Financial OMF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$599K	Buy	10,502 +4,667	+80%	+$266K	0.01%	865
2025 Q1	$285K	Sell	5,835 -4,524	-44%	-$221K	﹤0.01%	948
2024 Q4	$540K	Sell	10,359 -5,355	-34%	-$279K	0.01%	624
2024 Q3	$740K	Buy	15,714 +5,302	+51%	+$250K	0.01%	566
2024 Q2	$505K	Buy	+10,412	New	+$505K	0.01%	535