LPL Financial’s BankFinancial BFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-181,647
| Closed | -$2.38M | – | 3220 |
|
|
2019
Q4 | $2.38M | Sell |
181,647
-4,377
| -2% | -$57.3K | ﹤0.01% | 1239 |
|
|
2019
Q3 | $2.21M | Hold |
186,024
| – | – | ﹤0.01% | 1194 |
|
|
2019
Q2 | $2.6M | Hold |
186,024
| – | – | 0.01% | 1100 |
|
|
2019
Q1 | $2.77M | Sell |
186,024
-111,515
| -37% | -$1.66M | 0.01% | 1009 |
|
|
2018
Q4 | $4.45M | Hold |
297,539
| – | – | 0.01% | 724 |
|
|
2018
Q3 | $4.74M | Hold |
297,539
| – | – | 0.01% | 758 |
|
|
2018
Q2 | $5.25M | Sell |
297,539
-17,389
| -6% | -$307K | 0.01% | 692 |
|
|
2018
Q1 | $5.35M | Sell |
314,928
-13,635
| -4% | -$232K | 0.01% | 667 |
|
|
2017
Q4 | $5.04M | Sell |
328,563
-30,000
| -8% | -$460K | 0.02% | 657 |
|
|
2017
Q3 | $5.7M | Sell |
358,563
-3,472
| -1% | -$55.2K | 0.02% | 553 |
|
|
2017
Q2 | $5.4M | Sell |
362,035
-15,000
| -4% | -$224K | 0.02% | 532 |
|
|
2017
Q1 | $5.45M | Hold |
377,035
| – | – | 0.04% | 397 |
|
|
2016
Q4 | $5.65M | Sell |
377,035
-35,650
| -9% | -$534K | 0.04% | 364 |
|
|
2016
Q3 | $5.11M | Buy |
+412,685
| New | +$5.11M | 0.05% | 373 |
|