Creative Planning’s BayFirst Financial Corp BAFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,568
| Closed | -$175K | – | 2739 |
|
|
2023
Q3 | $175K | Hold |
15,568
| – | – | ﹤0.01% | 2273 |
|
|
2023
Q2 | $210K | Hold |
15,568
| – | – | ﹤0.01% | 2169 |
|
|
2023
Q1 | $242K | Hold |
15,568
| – | – | ﹤0.01% | 1970 |
|
|
2022
Q4 | $260K | Sell |
15,568
-269
| -2% | -$4.5K | ﹤0.01% | 1811 |
|
|
2022
Q3 | $262K | Hold |
15,837
| – | – | ﹤0.01% | 1723 |
|
|
2022
Q2 | $276K | Hold |
15,837
| – | – | ﹤0.01% | 1663 |
|
|
2022
Q1 | $365K | Buy |
+15,837
| New | +$365K | ﹤0.01% | 1506 |
|