Bogart Wealth LLC’s Confluent CFLT Stock Holding History

Bogart Wealth LLC’s Portfolio CFLT Stock Details CFLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-63	Closed	-$1.91K	–	1839
2025 Q4	$1.91K	Buy	63 +38	+152%	+$933	﹤0.01%	1189
2025 Q3	$495	Hold	25	–	–	﹤0.01%	1441
2025 Q2	$623	Buy	+25	New	+$563	﹤0.01%	1294
2023 Q4	–	Sell	-50	Closed	-$1.48K	–	1074
2023 Q3	$1.48K	Hold	50	–	–	﹤0.01%	922
2023 Q2	$1.77K	Hold	50	–	–	﹤0.01%	898
2023 Q1	$1.2K	Hold	50	–	–	﹤0.01%	972
2022 Q4	$1.11K	Hold	50	–	–	﹤0.01%	851
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	878
2022 Q2	$1K	Buy	50 +10	+25%	+$269	﹤0.01%	822
2022 Q1	$2K	Buy	+40	New	+$2.08K	﹤0.01%	666

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bogart Wealth LLC's CFLT Position: Q1 2026 in Review

Bogart Wealth LLC sold out of Confluent (CFLT) in Q1 2026, closing a stake of 63 shares — an estimated $1.91K sold.

Bogart Wealth LLC first reported a position in CFLT in Q1 2022 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Bogart Wealth LLC reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Bogart Wealth LLC sold 63 Confluent shares in Q1 2026, an estimated $1.91K.
Bogart Wealth LLC first reported a position in Confluent in Q1 2022 and held it in 10 quarters.
Bogart Wealth LLC's Confluent position peaked at $2K in Q1 2022.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.