Cerity Partners’s BankFinancial BFIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$652K Sell
56,329
-1,337
-2% -$15.5K ﹤0.01% 1731
2025
Q1
$729K Sell
57,666
-4,641
-7% -$58.7K ﹤0.01% 1567
2024
Q4
$759K Hold
62,307
﹤0.01% 1546
2024
Q3
$759K Buy
62,307
+18,212
+41% +$222K ﹤0.01% 1545
2024
Q2
$454K Sell
44,095
-19,406
-31% -$200K ﹤0.01% 1587
2024
Q1
$667K Buy
+63,501
New +$667K ﹤0.01% 1460