Cerity Partners’s BankFinancial BFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-57,228
| Closed | -$687K | – | 3251 |
|
|
2025
Q4 | $687K | Sell |
57,228
-1,114
| -2% | -$13.2K | ﹤0.01% | 1904 |
|
|
2025
Q3 | $702K | Buy |
58,342
+2,013
| +4% | +$23.9K | ﹤0.01% | 1772 |
|
|
2025
Q2 | $652K | Sell |
56,329
-1,337
| -2% | -$16K | ﹤0.01% | 1732 |
|
|
2025
Q1 | $729K | Sell |
57,666
-4,641
| -7% | -$59.3K | ﹤0.01% | 1573 |
|
|
2024
Q4 | $759K | Hold |
62,307
| – | – | ﹤0.01% | 1546 |
|
|
2024
Q3 | $759K | Buy |
62,307
+18,212
| +41% | +$208K | ﹤0.01% | 1545 |
|
|
2024
Q2 | $454K | Sell |
44,095
-19,406
| -31% | -$196K | ﹤0.01% | 1589 |
|
|
2024
Q1 | $667K | Buy |
+63,501
| New | +$653K | ﹤0.01% | 1460 |
|