Congress Wealth Management’s TFI International TFII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,652	Closed	-$223K	–	1124
2024 Q4	$223K	Buy	1,652 +139	+9%	+$18.8K	﹤0.01%	828
2024 Q3	$207K	Buy	+1,513	New	+$207K	﹤0.01%	815