Avantax Planning Partners’s BayFirst Financial Corp BAFN Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2024
         Q4  | – | Sell | 
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| 
        
          
      
        2024
         Q3  | $389K | Sell | 
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| 
        
          
      
        2024
         Q2  | $652K | Hold | 
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| 
        
          
      
        2024
         Q1  | $727K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $732K | Hold | 
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| 
        
          
      
        2023
         Q3  | $630K | Hold | 
         | 
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| 
        
          
      
        2023
         Q2  | $758K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $871K | Buy | 
         | 
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| 
        
          
      
        2022
         Q4  | $637K | Hold | 
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| 
        
          
      
        2022
         Q3  | $631K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $663K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $754K | Buy | 
         |