Bogart Wealth, LLC Sells in Q1 2025

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VST
Vistra Corp.

Utilities
-8
- 17.02%
$108.49 - $191.89 $868 - $1.54K
39 $4K
FN
Fabrinet

Technology
-9
- 56.25%
$183.66 - $267.24 $1.65K - $2.41K
7 $1K
INTA
Intapp, Inc.

Technology
-33
- 55.93%
$57.21 - $74.1 $1.89K - $2.45K
26 $1K
GTLS
Chart Industries Inc

Industrials
-9
- 50.0%
$141.99 - $218.35 $1.28K - $1.97K
9 $1K
CE
Celanese Corp

Basic Materials
-24
- 70.59%
$47.02 - $74.12 $1.13K - $1.78K
10 $0
CWST
Casella Waste Systems Inc

Industrials
-16
- 51.61%
$104.2 - $115.86 $1.67K - $1.85K
15 $1K
ITGR
Integer Holdings Corp

Healthcare
-18
- 64.29%
$115.16 - $144.36 $2.07K - $2.6K
10 $1K
INTC
Intel Corp

Technology
-429
- 15.23%
$19.1 - $27.39 $8.19K - $11.8K
2.39K $54K
CAE
Cae Inc

Industrials
-91
- 68.42%
$23.09 - $26.78 $2.1K - $2.44K
42 $1K
HURN
Huron Consulting Group Inc.

Industrials
-20
- 66.67%
$121.09 - $152.46 $2.42K - $3.05K
10 $1K
CHWY
Chewy, Inc.

Consumer Cyclical
-50
- 27.62%
$31.83 - $39.8 $1.59K - $1.99K
131 $4K
ICUI
Icu Medical Inc

Healthcare
-10
- 50.0%
$130.05 - $172.3 $1.3K - $1.72K
10 $1K
EVR
Evercore Inc.

Financial Services
-6
- 50.0%
$190.28 - $291.27 $1.14K - $1.75K
6 $1K
ESE
Esco Technologies Inc

Technology
-12
- 50.0%
$128.92 - $169.65 $1.55K - $2.04K
12 $1K
EFSC
Enterprise Financial Services Corp

Financial Services
-34
- 53.13%
$53.74 - $61.95 $1.83K - $2.11K
30 $1K
FELE
Franklin Electric CO Inc

Industrials
-19
- 70.37%
$93.38 - $106.03 $1.77K - $2.01K
8 $0
GIII
G Iii Apparel Group LTD

Consumer Cyclical
-35
- 50.0%
$25.34 - $32.88 $887 - $1.15K
35 $0
ENSG
Ensign Group, Inc

Healthcare
-15
- 50.0%
$125.4 - $148.86 $1.88K - $2.23K
15 $1K
DKNG
Draft Kings Inc.

Consumer Cyclical
-23
- 5.12%
$33.21 - $53.49 $764 - $1.23K
426 $14K
FIX
Comfort Systems Usa Inc

Industrials
-3
- 50.0%
$313.26 - $550.27 $940 - $1.65K
3 $0
BBDC
Barings Bdc, Inc.

Financial Services
-133
- 30.16%
$9.36 - $10.78 $1.24K - $1.43K
308 $2K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-96
- 2.88%
$22.77 - $22.94 $2.19K - $2.2K
3.24K $74K
FLEX
Flex Ltd.

Technology
-45
- 47.37%
$32.92 - $44.46 $1.48K - $2K
50 $1K
K
Kellogg CO

Consumer Defensive
-26
- 40.0%
$81.06 - $82.9 $2.11K - $2.16K
39 $3K
KAI
Kadant Inc

Industrials
-5
- 50.0%
$335.28 - $398.39 $1.68K - $1.99K
5 $1K
ANIP
Ani Pharmaceuticals Inc

Healthcare
-39
- 97.5%
$53.93 - $68.36 $2.1K - $2.67K
1 $0
IDA
Idacorp Inc

Utilities
-17
- 70.83%
$105.58 - $119.04 $1.79K - $2.02K
7 $0
MBB
Ishares Tr

ETFs
-22
- 61.11%
$90.37 - $94.08 $1.99K - $2.07K
14 $1K
LANC
Lancaster Colony Corp

Consumer Defensive
-11
- 91.67%
$166.07 - $196.44 $1.83K - $2.16K
1 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
-8
- 9.88%
$64.26 - $85.48 $514 - $684
73 $4K
AIT
Applied Industrial Technologies Inc

Industrials
-8
- 40.0%
$218.93 - $269.18 $1.75K - $2.15K
12 $2K
LGND
Ligand Pharmaceuticals Inc

Healthcare
-19
- 51.35%
$105.14 - $122.23 $2K - $2.32K
18 $1K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-27
- 30.68%
$27.47 - $30.62 $742 - $827
61 $1K
FANG
Diamondback Energy, Inc.

Energy
-5
- 15.15%
$139.9 - $180.18 $700 - $901
28 $4K
W
Wayfair Inc.

Consumer Cyclical
-10
- 15.87%
$30.07 - $50.1 $301 - $501
53 $1K
STE
Steris PLC

Healthcare
-6
- 75.0%
$202.46 - $232.74 $1.21K - $1.4K
2 $0
STAG
Stag Industrial, Inc.

Real Estate
-26
- 52.0%
$32.39 - $37.07 $842 - $964
24 $0
EMN
Eastman Chemical CO

Basic Materials
-11
- 29.73%
$87.05 - $103.47 $958 - $1.14K
26 $2K
SPOT
Spotify Technology S.A.

Communication Services
-2
- 66.67%
$457.79 - $648.32 $916 - $1.3K
1 $0
XLE
Energy Sector Spdr

ETFs
-26
- 19.26%
$85.7 - $93.96 $2.23K - $2.44K
109 $10K
ALC
Alcon Inc

Healthcare
-24
- 16.55%
$82.73 - $96.8 $1.99K - $2.32K
121 $11K
SONY
Sony Group Corp

Technology
-196
- 21.61%
$19.88 - $25.64 $3.9K - $5.03K
711 $18K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-15
- 37.5%
$92.51 - $102.81 $1.39K - $1.54K
25 $2K
ENTG
Entegris Inc

Technology
-10
- 83.33%
$87.48 - $109.53 $875 - $1.1K
2 $0
WAT
Waters Corp

Healthcare
-2
- 1.27%
$362.16 - $417.28 $724 - $835
156 $57K
CCK
Crown Holdings Inc

Consumer Cyclical
-22
- 95.65%
$78.77 - $91.74 $1.73K - $2.02K
1 $0
CI
Cigna Corp

Healthcare
-7
- 25.0%
$274.49 - $329.0 $1.92K - $2.3K
21 $6K
COP
Conocophillips

Energy
-14
- 9.52%
$88.6 - $105.85 $1.24K - $1.48K
133 $13K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-17
- 47.22%
$65.4 - $79.39 $1.11K - $1.35K
19 $1K
Activity Summary
Buys All Purchases 605 New Holdings 189 Increased Positions 416 Sells All Sells 358 Reductions 355 Sold out 3 Options Calls 10 Puts 0
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