Creative Planning’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 |
-66,813
| Closed | -$802K | – | 4102 |
|
|
2025
Q4 | $802K | Buy |
66,813
+123
| +0.2% | +$1.46K | ﹤0.01% | 2460 |
|
|
2025
Q3 | $802K | Buy |
66,690
+1,090
| +2% | +$12.9K | ﹤0.01% | 2329 |
|
|
2025
Q2 | $759K | Hold |
65,600
| – | – | ﹤0.01% | 2083 |
|
|
2025
Q1 | $829K | Hold |
65,600
| – | – | ﹤0.01% | 1869 |
|
|
2024
Q4 | $833K | Sell |
65,600
-2,000
| -3% | -$25K | ﹤0.01% | 1790 |
|
|
2024
Q3 | $823K | Buy |
67,600
+600
| +0.9% | +$6.86K | ﹤0.01% | 1676 |
|
|
2024
Q2 | $689K | Buy |
67,000
+2,000
| +3% | +$20.2K | ﹤0.01% | 1685 |
|
|
2024
Q1 | $683K | Hold |
65,000
| – | – | ﹤0.01% | 1624 |
|
|
2023
Q4 | $667K | Hold |
65,000
| – | – | ﹤0.01% | 1500 |
|
|
2023
Q3 | $560K | Hold |
65,000
| – | – | ﹤0.01% | 1489 |
|
|
2023
Q2 | $532K | Hold |
65,000
| – | – | ﹤0.01% | 1508 |
|
|
2023
Q1 | $569K | Hold |
65,000
| – | – | ﹤0.01% | 1388 |
|
|
2022
Q4 | $684K | Hold |
65,000
| – | – | ﹤0.01% | 1244 |
|
|
2022
Q3 | $615K | Hold |
65,000
| – | – | ﹤0.01% | 1198 |
|
|
2022
Q2 | $610K | Hold |
65,000
| – | – | ﹤0.01% | 1204 |
|
|
2022
Q1 | $673K | Hold |
65,000
| – | – | ﹤0.01% | 1180 |
|
|
2021
Q4 | $694K | Buy |
+65,000
| New | +$721K | ﹤0.01% | 1121 |
|
|
2015
Q4 | – | Sell |
-3,000
| Closed | -$37K | – | 4408 |
|
|
2015
Q3 | $37K | Buy |
+3,000
| New | +$36.2K | ﹤0.01% | 2264 |
|
|
2015
Q1 | – | Sell |
-920
| Closed | -$11K | – | 4207 |
|
|
2014
Q4 | $11K | Buy |
+920
| New | +$10.5K | ﹤0.01% | 3054 |
|