Avantax Planning Partners’s BayFirst Financial Corp BAFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-29,601
| Closed | -$389K | – | 432 |
|
|
2024
Q3 | $389K | Sell |
29,601
-26,512
| -47% | -$349K | 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% | +$280K | 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 | +$663K | 0.03% | 195 |
|
|
2022
Q1 | – | Sell |
-33,112
| Closed | -$754K | – | 360 |
|
|
2021
Q4 | $754K | Buy |
+33,112
| New | +$754K | 0.03% | 182 |
|