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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $802K | Buy |
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|
2025
Q3 | $802K | Buy |
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|
2025
Q2 | $759K | Hold |
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|
2025
Q1 | $829K | Hold |
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|
2024
Q4 | $833K | Sell |
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|
2024
Q3 | $823K | Buy |
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|
2024
Q2 | $689K | Buy |
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|
2024
Q1 | $683K | Hold |
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|
2023
Q4 | $667K | Hold |
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|
2023
Q3 | $560K | Hold |
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|
2023
Q2 | $532K | Hold |
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|
2023
Q1 | $569K | Hold |
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|
2022
Q4 | $684K | Hold |
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|
2022
Q3 | $615K | Hold |
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|
2022
Q2 | $610K | Hold |
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|
2022
Q1 | $673K | Hold |
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|
2021
Q4 | $694K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $37K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $11K | Buy |
|