Charles Schwab’s BankFinancial BFIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $355K | Buy |
+30,649
| New | +$355K | ﹤0.01% | 3267 |
|
2021
Q2 | – | Sell |
-34,372
| Closed | -$355K | – | 3420 |
|
2021
Q1 | $355K | Buy |
34,372
+3,231
| +10% | +$33.4K | ﹤0.01% | 3190 |
|
2020
Q4 | $274K | Hold |
31,141
| – | – | ﹤0.01% | 3193 |
|
2020
Q3 | $225K | Sell |
31,141
-2,594
| -8% | -$18.7K | ﹤0.01% | 3141 |
|
2020
Q2 | $284K | Hold |
33,735
| – | – | ﹤0.01% | 3068 |
|
2020
Q1 | $298K | Buy |
33,735
+491
| +1% | +$4.34K | ﹤0.01% | 2891 |
|
2019
Q4 | $435K | Hold |
33,244
| – | – | ﹤0.01% | 2873 |
|
2019
Q3 | $396K | Hold |
33,244
| – | – | ﹤0.01% | 2888 |
|
2019
Q2 | $466K | Buy |
33,244
+3,223
| +11% | +$45.2K | ﹤0.01% | 2845 |
|
2019
Q1 | $447K | Hold |
30,021
| – | – | ﹤0.01% | 2798 |
|
2018
Q4 | $449K | Hold |
30,021
| – | – | ﹤0.01% | 2803 |
|
2018
Q3 | $479K | Buy |
30,021
+2,100
| +8% | +$33.5K | ﹤0.01% | 2852 |
|
2018
Q2 | $493K | Sell |
27,921
-279
| -1% | -$4.93K | ﹤0.01% | 2807 |
|
2018
Q1 | $479K | Hold |
28,200
| – | – | ﹤0.01% | 2739 |
|
2017
Q4 | $433K | Hold |
28,200
| – | – | ﹤0.01% | 2759 |
|
2017
Q3 | $449K | Hold |
28,200
| – | – | ﹤0.01% | 2745 |
|
2017
Q2 | $421K | Hold |
28,200
| – | – | ﹤0.01% | 2744 |
|
2017
Q1 | $410K | Hold |
28,200
| – | – | ﹤0.01% | 2712 |
|
2016
Q4 | $418K | Hold |
28,200
| – | – | ﹤0.01% | 2716 |
|
2016
Q3 | $359K | Hold |
28,200
| – | – | ﹤0.01% | 2728 |
|
2016
Q2 | $339K | Hold |
28,200
| – | – | ﹤0.01% | 2739 |
|
2016
Q1 | $334K | Hold |
28,200
| – | – | ﹤0.01% | 2731 |
|
2015
Q4 | $357K | Hold |
28,200
| – | – | ﹤0.01% | 2790 |
|
2015
Q3 | $351K | Hold |
28,200
| – | – | ﹤0.01% | 2762 |
|
2015
Q2 | $333K | Hold |
28,200
| – | – | ﹤0.01% | 2832 |
|
2015
Q1 | $371K | Hold |
28,200
| – | – | ﹤0.01% | 2748 |
|
2014
Q4 | $335K | Hold |
28,200
| – | – | ﹤0.01% | 2796 |
|
2014
Q3 | $293K | Hold |
28,200
| – | – | ﹤0.01% | 2807 |
|
2014
Q2 | $315K | Hold |
28,200
| – | – | ﹤0.01% | 2834 |
|
2014
Q1 | $282K | Hold |
28,200
| – | – | ﹤0.01% | 2829 |
|
2013
Q4 | $259K | Hold |
28,200
| – | – | ﹤0.01% | 2867 |
|
2013
Q3 | $253K | Hold |
28,200
| – | – | ﹤0.01% | 2835 |
|
2013
Q2 | $236K | Buy |
+28,200
| New | +$236K | ﹤0.01% | 2829 |
|