Bogart Wealth LLC’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
13,243
+3
+0% +$71 0.01% 191
2025
Q1
$288K Buy
13,240
+22
+0.2% +$478 0.01% 198
2024
Q4
$311K Hold
13,218
0.01% 185
2024
Q3
$308K Hold
13,218
0.01% 184
2024
Q2
$265K Hold
13,218
0.01% 188
2024
Q1
$278K Hold
13,218
0.01% 181
2023
Q4
$256K Hold
13,218
0.01% 187
2023
Q3
$227K Buy
+13,218
New +$227K 0.01% 185
2021
Q4
Sell
-134
Closed -$3K 819
2021
Q3
$3K Buy
+134
New +$3K ﹤0.01% 598