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Bogart Wealth LLC’s Service Corp International SCI Stock Holding History

Bogart Wealth LLC’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.51K Sell
30
-7
-19% -$565 ﹤0.01% 1226
2025
Q4 		$2.91K Hold
37
– – ﹤0.01% 1114
2025
Q3 		$3.09K Buy
37
+7
+23% +$559 ﹤0.01% 1064
2025
Q2 		$2.45K Buy
30
+4
+15% +$312 ﹤0.01% 1065
2025
Q1 		$2.08K Buy
26
+7
+37% +$551 ﹤0.01% 1060
2024
Q4 		$1.52K Buy
+19
New +$1.55K ﹤0.01% 1149
2024
Q3 		– Hold
0
– – – 1208

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VPM
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Fidelity Investments
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VCM
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State Street
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Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return