BWL
KLG

Bogart Wealth LLC’s WK Kellogg Co KLG Stock Holding History

Bogart Wealth LLC’s Portfolio KLG Stock Details KLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-133
Closed -$2.12K – 1571
2025
Q2 		$2.12K Hold
133
– – ﹤0.01% 1099
2025
Q1 		$2.65K Hold
133
– – ﹤0.01% 1024
2024
Q4 		$2.39K Sell
133
-380
-74% -$6.95K ﹤0.01% 1067
2024
Q3 		$8.78K Hold
513
– – ﹤0.01% 725
2024
Q2 		$8.44K Buy
513
+280
+120% +$5.68K ﹤0.01% 702
2024
Q1 		$4.38K Buy
233
+100
+75% +$1.45K ﹤0.01% 789
2023
Q4 		$1.75K Buy
+133
New +$1.5K ﹤0.01% 904

Other funds holding KLG

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $102M AUM 26.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return