Creative Planning’s BankFinancial BFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Hold |
65,600
| – | – | ﹤0.01% | 2078 |
|
|
2025
Q1 | $829K | Hold |
65,600
| – | – | ﹤0.01% | 1864 |
|
|
2024
Q4 | $833K | Sell |
65,600
-2,000
| -3% | -$25.4K | ﹤0.01% | 1785 |
|
|
2024
Q3 | $823K | Buy |
67,600
+600
| +0.9% | +$7.31K | ﹤0.01% | 1676 |
|
|
2024
Q2 | $689K | Buy |
67,000
+2,000
| +3% | +$20.6K | ﹤0.01% | 1680 |
|
|
2024
Q1 | $683K | Hold |
65,000
| – | – | ﹤0.01% | 1618 |
|
|
2023
Q4 | $667K | Hold |
65,000
| – | – | ﹤0.01% | 1496 |
|
|
2023
Q3 | $560K | Hold |
65,000
| – | – | ﹤0.01% | 1486 |
|
|
2023
Q2 | $532K | Hold |
65,000
| – | – | ﹤0.01% | 1502 |
|
|
2023
Q1 | $569K | Hold |
65,000
| – | – | ﹤0.01% | 1383 |
|
|
2022
Q4 | $684K | Hold |
65,000
| – | – | ﹤0.01% | 1239 |
|
|
2022
Q3 | $615K | Hold |
65,000
| – | – | ﹤0.01% | 1190 |
|
|
2022
Q2 | $610K | Hold |
65,000
| – | – | ﹤0.01% | 1200 |
|
|
2022
Q1 | $673K | Hold |
65,000
| – | – | ﹤0.01% | 1179 |
|
|
2021
Q4 | $694K | Buy |
+65,000
| New | +$694K | ﹤0.01% | 1121 |
|
|
2015
Q4 | – | Sell |
-3,000
| Closed | -$37K | – | 4265 |
|
|
2015
Q3 | $37K | Buy |
+3,000
| New | +$37K | ﹤0.01% | 2252 |
|
|
2015
Q1 | – | Sell |
-920
| Closed | -$11K | – | 4054 |
|
|
2014
Q4 | $11K | Buy |
+920
| New | +$11K | ﹤0.01% | 3012 |
|