BWL
ML

Bogart Wealth LLC’s MoneyLion Inc. ML Stock Holding History

Bogart Wealth LLC’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed -$8.65K – 1556
2025
Q1 		$8.65K Hold
100
– – ﹤0.01% 791
2024
Q4 		$8.6K Buy
+100
New +$6.75K ﹤0.01% 772

Other funds holding ML

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

Bogart Wealth LLC's ML Position: Q2 2025 in Review

Bogart Wealth LLC sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 100 shares — an estimated $8.65K sold.

Bogart Wealth LLC first reported a position in ML in Q4 2024 and held it in 2 quarters. The position peaked at $8.65K in Q1 2025. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

  • Bogart Wealth LLC reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 100 MoneyLion Inc. shares in Q2 2025, an estimated $8.65K.
  • Bogart Wealth LLC first reported a position in MoneyLion Inc. in Q4 2024 and held it in 2 quarters.
  • Bogart Wealth LLC's MoneyLion Inc. position peaked at $8.65K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on Bogart Wealth LLC's 13F filing for Q2 2025, filed 30 Jul 2025.