Bogart Wealth LLC’s Regions Financial RF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$350K	Buy
2025 Q2	$311K	Buy
2025 Q1	$288K	Buy
2024 Q4	$311K	Hold
2024 Q3	$308K	Hold
2024 Q2	$265K	Hold
2024 Q1	$278K	Hold
2023 Q4	$256K	Hold
2023 Q3	$227K	Buy
2021 Q4	–	Sell
2021 Q3	$3K	Buy