Avantax Planning Partners’s BayFirst Financial Corp BAFN Stock Holding History

Avantax Planning Partners’s Portfolio BAFN Stock Details BAFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-29,601	Closed	-$389K	–	432
2024 Q3	$389K	Sell	29,601 -26,512	-47%	-$347K	0.01%	295
2024 Q2	$652K	Hold	56,113	–	–	0.02%	248
2024 Q1	$727K	Hold	56,113	–	–	0.02%	244
2023 Q4	$732K	Hold	56,113	–	–	0.03%	199
2023 Q3	$630K	Hold	56,113	–	–	0.03%	203
2023 Q2	$758K	Hold	56,113	–	–	0.03%	194
2023 Q1	$871K	Buy	56,113 +18,001	+47%	+$323K	0.04%	182
2022 Q4	$637K	Hold	38,112	–	–	0.03%	213
2022 Q3	$631K	Hold	38,112	–	–	0.03%	200
2022 Q2	$663K	Buy	+38,112	New	+$717K	0.03%	195
2022 Q1	–	Sell	-33,112	Closed	-$754K	–	360
2021 Q4	$754K	Buy	+33,112	New	+$780K	0.03%	182

Other funds holding BAFN

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Avantax Planning Partners's BAFN Position: Q4 2024 in Review

Avantax Planning Partners sold out of BayFirst Financial Corp (BAFN) in Q4 2024, closing a stake of 29,601 shares — an estimated $389K sold.

Avantax Planning Partners first reported a position in BAFN in Q4 2021 and held it in 11 quarters. The position peaked at $871K in Q1 2023. 12 funds tracked by Wall St. Rank hold BAFN as of Q4 2024.

Avantax Planning Partners reported no remaining BayFirst Financial Corp position as of Q4 2024 after selling out during the quarter.
Avantax Planning Partners sold 29,601 BayFirst Financial Corp shares in Q4 2024, an estimated $389K.
Avantax Planning Partners first reported a position in BayFirst Financial Corp in Q4 2021 and held it in 11 quarters.
Avantax Planning Partners's BayFirst Financial Corp position peaked at $871K in Q1 2023.
12 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q4 2024.

Based on Avantax Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.