Bogart Wealth LLC’s Raymond James Financial RJF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.45K	Sell	16 -3	-16%	-$460	﹤0.01%	1059
2025 Q1	$2.64K	Buy	19 +6	+46%	+$833	﹤0.01%	1017
2024 Q4	$2.02K	Buy	+13	New	+$2.02K	﹤0.01%	1086
2023 Q1	–	Sell	-7	Closed	-$748	–	1207
2022 Q4	$748	Buy	+7	New	+$748	﹤0.01%	879