Charles Schwab’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 |
-56,062
| Closed | -$673K | – | 3464 |
|
|
2025
Q4 | $673K | Buy |
56,062
+25,000
| +80% | +$296K | ﹤0.01% | 3067 |
|
|
2025
Q3 | $374K | Buy |
31,062
+413
| +1% | +$4.9K | ﹤0.01% | 3252 |
|
|
2025
Q2 | $355K | Buy |
+30,649
| New | +$366K | ﹤0.01% | 3267 |
|
|
2021
Q2 | – | Sell |
-34,372
| Closed | -$355K | – | 3421 |
|
|
2021
Q1 | $355K | Buy |
34,372
+3,231
| +10% | +$31.3K | ﹤0.01% | 3191 |
|
|
2020
Q4 | $274K | Hold |
31,141
| – | – | ﹤0.01% | 3194 |
|
|
2020
Q3 | $225K | Sell |
31,141
-2,594
| -8% | -$19.7K | ﹤0.01% | 3142 |
|
|
2020
Q2 | $284K | Hold |
33,735
| – | – | ﹤0.01% | 3069 |
|
|
2020
Q1 | $298K | Buy |
33,735
+491
| +1% | +$5.57K | ﹤0.01% | 2892 |
|
|
2019
Q4 | $435K | Hold |
33,244
| – | – | ﹤0.01% | 2874 |
|
|
2019
Q3 | $396K | Hold |
33,244
| – | – | ﹤0.01% | 2889 |
|
|
2019
Q2 | $466K | Buy |
33,244
+3,223
| +11% | +$46.8K | ﹤0.01% | 2846 |
|
|
2019
Q1 | $447K | Hold |
30,021
| – | – | ﹤0.01% | 2799 |
|
|
2018
Q4 | $449K | Hold |
30,021
| – | – | ﹤0.01% | 2804 |
|
|
2018
Q3 | $479K | Buy |
30,021
+2,100
| +8% | +$34.6K | ﹤0.01% | 2853 |
|
|
2018
Q2 | $493K | Sell |
27,921
-279
| -1% | -$4.88K | ﹤0.01% | 2808 |
|
|
2018
Q1 | $479K | Hold |
28,200
| – | – | ﹤0.01% | 2740 |
|
|
2017
Q4 | $433K | Hold |
28,200
| – | – | ﹤0.01% | 2760 |
|
|
2017
Q3 | $449K | Hold |
28,200
| – | – | ﹤0.01% | 2746 |
|
|
2017
Q2 | $421K | Hold |
28,200
| – | – | ﹤0.01% | 2745 |
|
|
2017
Q1 | $410K | Hold |
28,200
| – | – | ﹤0.01% | 2713 |
|
|
2016
Q4 | $418K | Hold |
28,200
| – | – | ﹤0.01% | 2717 |
|
|
2016
Q3 | $359K | Hold |
28,200
| – | – | ﹤0.01% | 2729 |
|
|
2016
Q2 | $339K | Hold |
28,200
| – | – | ﹤0.01% | 2740 |
|
|
2016
Q1 | $334K | Hold |
28,200
| – | – | ﹤0.01% | 2732 |
|
|
2015
Q4 | $357K | Hold |
28,200
| – | – | ﹤0.01% | 2791 |
|
|
2015
Q3 | $351K | Hold |
28,200
| – | – | ﹤0.01% | 2763 |
|
|
2015
Q2 | $333K | Hold |
28,200
| – | – | ﹤0.01% | 2833 |
|
|
2015
Q1 | $371K | Hold |
28,200
| – | – | ﹤0.01% | 2749 |
|
|
2014
Q4 | $335K | Hold |
28,200
| – | – | ﹤0.01% | 2797 |
|
|
2014
Q3 | $293K | Hold |
28,200
| – | – | ﹤0.01% | 2808 |
|
|
2014
Q2 | $315K | Hold |
28,200
| – | – | ﹤0.01% | 2835 |
|
|
2014
Q1 | $282K | Hold |
28,200
| – | – | ﹤0.01% | 2830 |
|
|
2013
Q4 | $259K | Hold |
28,200
| – | – | ﹤0.01% | 2868 |
|
|
2013
Q3 | $253K | Hold |
28,200
| – | – | ﹤0.01% | 2836 |
|
|
2013
Q2 | $236K | Buy |
+28,200
| New | +$226K | ﹤0.01% | 2830 |
|