Bogart Wealth LLC’s Main Street Capital MAIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.6K	Buy	219 +1	+0.5%	+$59	﹤0.01%	875
2025 Q4	$13.1K	Buy	218 +2	+0.9%	+$118	﹤0.01%	797
2025 Q3	$13.7K	Buy	216 +1	+0.5%	+$65	﹤0.01%	765
2025 Q2	$12.7K	Buy	215 +2	+0.9%	+$111	﹤0.01%	739
2025 Q1	$12.1K	Buy	213 +1	+0.5%	+$59	﹤0.01%	702
2024 Q4	$12.4K	Buy	212 +2	+1%	+$107	﹤0.01%	683
2024 Q3	$10.5K	Buy	210 +1	+0.5%	+$50	﹤0.01%	689
2024 Q2	$10.5K	Buy	209 +2	+1%	+$98	﹤0.01%	661
2024 Q1	$9.79K	Hold	207	–	–	﹤0.01%	656
2023 Q4	$8.95K	Hold	207	–	–	﹤0.01%	650
2023 Q3	$8.41K	Hold	207	–	–	﹤0.01%	630
2023 Q2	$8.29K	Hold	207	–	–	﹤0.01%	620
2023 Q1	$8.17K	Hold	207	–	–	﹤0.01%	632
2022 Q4	$7.65K	Buy	207 +101	+95%	+$3.69K	﹤0.01%	596
2022 Q3	$4K	Buy	106 +2	+2%	+$82	﹤0.01%	730
2022 Q2	$4K	Buy	104 +2	+2%	+$78	﹤0.01%	684
2022 Q1	$4K	Buy	102 +1	+1%	+$43	﹤0.01%	605
2021 Q4	$5K	Buy	101 +2	+2%	+$88	﹤0.01%	554
2021 Q3	$4K	Buy	99 +2	+2%	+$83	﹤0.01%	564
2021 Q2	$4K	Hold	97	–	–	﹤0.01%	540
2021 Q1	$4K	Buy	+97	New	+$3.4K	﹤0.01%	501