CWM
SOR

Congress Wealth Management’s Source Capital SOR Stock Holding History

Congress Wealth Management’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,218
Closed -$357K – 1116
2024
Q4 		$357K Buy
+8,218
New +$357K ﹤0.01% 724