Moneta Group Investment Advisors’s Bank First Corp BFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$878K	Hold	6,500	–	–	0.01%	384
2025 Q4	$792K	Hold	6,500	–	–	0.01%	401
2025 Q3	$789K	Hold	6,500	–	–	0.01%	401
2025 Q2	$765K	Hold	6,500	–	–	0.01%	353
2025 Q1	$655K	Hold	6,500	–	–	0.01%	357
2024 Q4	$644K	Sell	6,500 -500	-7%	-$49.5K	0.01%	352
2024 Q3	$635K	Hold	7,000	–	–	0.01%	355
2024 Q2	$578K	Hold	7,000	–	–	0.01%	357
2024 Q1	$607K	Hold	7,000	–	–	0.01%	339
2023 Q4	$607K	Hold	7,000	–	–	0.01%	307
2023 Q3	$540K	Hold	7,000	–	–	0.01%	302
2023 Q2	$582K	Hold	7,000	–	–	0.01%	293
2023 Q1	$515K	Sell	7,000 -1,136	-14%	-$90.3K	0.01%	319
2022 Q4	$650K	Buy	8,136 +1,141	+16%	+$101K	0.02%	261
2022 Q3	$535K	Sell	6,995 -36	-0.5%	-$2.81K	0.02%	266
2022 Q2	$533K	Buy	7,031 +30	+0.4%	+$2.16K	0.02%	295
2022 Q1	$504K	Sell	7,001 -3	-0%	-$214	0.02%	289
2021 Q4	$506K	Buy	7,004 +5	+0.1%	+$355	0.02%	295
2021 Q3	$496K	Buy	6,999 +5	+0.1%	+$348	0.02%	281
2021 Q2	$488K	Sell	6,994 -7	-0.1%	-$500	0.02%	288
2021 Q1	$525K	Sell	7,001 -3	-0%	-$212	0.03%	257
2020 Q4	$454K	Buy	7,004 +2	+0%	+$131	0.03%	207
2020 Q3	$411K	Sell	7,002 -3	-0%	-$187	0.04%	188
2020 Q2	$449K	Buy	7,005 +5	+0.1%	+$287	0.04%	174
2020 Q1	$392K	Buy	+7,000	New	+$430K	0.04%	173