FIA
Foundations Investment Advisors’s Bank First Corp BFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,638
| Closed | -$971K | – | 925 |
|
|
2025
Q1 | $971K | Buy |
9,638
+43
| +0.4% | +$4.33K | 0.02% | 410 |
|
|
2024
Q4 | $951K | Hold |
9,595
| – | – | 0.02% | 409 |
|
|
2024
Q3 | $870K | Hold |
9,595
| – | – | 0.02% | 386 |
|
|
2024
Q2 | $792K | Sell |
9,595
-43
| -0.4% | -$3.55K | 0.02% | 389 |
|
|
2024
Q1 | $835K | Hold |
9,638
| – | – | 0.02% | 356 |
|
|
2023
Q4 | $826K | Hold |
9,638
| – | – | 0.02% | 340 |
|
|
2023
Q3 | $744K | Hold |
9,638
| – | – | 0.02% | 322 |
|
|
2023
Q2 | $802K | Hold |
9,638
| – | – | 0.03% | 290 |
|
|
2023
Q1 | $709K | Hold |
9,638
| – | – | 0.03% | 271 |
|
|
2022
Q4 | $895K | Hold |
9,638
| – | – | 0.04% | 211 |
|
|
2022
Q3 | $737K | Hold |
9,638
| – | – | 0.03% | 201 |
|
|
2022
Q2 | $746K | Hold |
9,638
| – | – | 0.03% | 176 |
|
|
2022
Q1 | $690K | Hold |
9,638
| – | – | 0.03% | 159 |
|
|
2021
Q4 | $696K | Hold |
9,638
| – | – | 0.03% | 161 |
|
|
2021
Q3 | $675K | Hold |
9,638
| – | – | 0.03% | 143 |
|
|
2021
Q2 | $669K | Hold |
9,638
| – | – | 0.03% | 132 |
|
|
2021
Q1 | $687K | Hold |
9,638
| – | – | 0.04% | 112 |
|
|
2020
Q4 | $663K | Hold |
9,638
| – | – | 0.04% | 97 |
|
|
2020
Q3 | $568K | Hold |
9,638
| – | – | 0.12% | 96 |
|
|
2020
Q2 | $601K | Sell |
9,638
-1,000
| -9% | -$62.4K | 0.05% | 94 |
|
|
2020
Q1 | $541K | Hold |
10,638
| – | – | 0.06% | 67 |
|
|
2019
Q4 | $729K | Buy |
+10,638
| New | +$729K | 0.09% | 78 |
|