Geneos Wealth Management’s BankFinancial BFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.98K | Sell |
690
-345
| -33% | -$3.99K | ﹤0.01% | 2404 |
|
|
2025
Q1 | $13.1K | Buy |
1,035
+690
| +200% | +$8.72K | ﹤0.01% | 2480 |
|
|
2024
Q4 | $4.38K | Hold |
345
| – | – | ﹤0.01% | 2382 |
|
|
2024
Q3 | $4.2K | Buy |
+345
| New | +$4.2K | ﹤0.01% | 2119 |
|
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$28K | – | 2061 |
|
|
2022
Q2 | $28K | Buy |
+3,000
| New | +$28K | ﹤0.01% | 1522 |
|