Global Retirement Partners’s Associated Banc-Corp ASB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$56K	Buy	+2,175	New	+$55.9K	﹤0.01%	2285
2025 Q3	–	Sell	-24	Closed	-$574	–	3875
2025 Q2	$574	Buy	+24	New	+$541	﹤0.01%	3560
2024 Q4	$551	Hold	23	–	–	﹤0.01%	3383
2024 Q3	$493	Hold	23	–	–	﹤0.01%	3276
2024 Q2	$479	Buy	23 +1	+5%	+$21	﹤0.01%	3298
2024 Q1	$482	Hold	22	–	–	﹤0.01%	3137
2023 Q4	$459	Hold	22	–	–	﹤0.01%	3100
2023 Q3	$361	Hold	22	–	–	﹤0.01%	3035
2023 Q2	$352	Buy	22 +1	+5%	+$16	﹤0.01%	3024
2023 Q1	$342	Hold	21	–	–	﹤0.01%	3006
2022 Q4	$489	Hold	21	–	–	﹤0.01%	2763
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	2372
2022 Q2	$0	Sell	21 -9	-30%	-$182	﹤0.01%	2667
2022 Q1	$1K	Buy	+30	New	+$726	﹤0.01%	2306