Congress Wealth Management’s RB Global RBA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,064	Closed	-$276K	–	1111
2024 Q4	$276K	Sell	3,064 -765	-20%	-$69K	﹤0.01%	782
2024 Q3	$308K	Buy	+3,829	New	+$308K	﹤0.01%	722
2023 Q1	–	Sell	-22,018	Closed	-$1.27M	–	572
2022 Q4	$1.27M	Buy	+22,018	New	+$1.27M	0.03%	313