Creative Planning
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Creative Planning’s BayFirst Financial Corp BAFN Stock Holding History

Creative Planning’s Portfolio BAFN Stock Details BAFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$175K Hold
2023
Q2 		$210K Hold
2023
Q1 		$242K Hold
2022
Q4 		$260K Sell
2022
Q3 		$262K Hold
2022
Q2 		$276K Hold
2022
Q1 		$365K Buy