Wealthspire Advisors (New York)’s BankFinancial BFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-22,500
| Closed | -$270K | – | 947 |
|
|
2025
Q4 | $270K | Hold |
22,500
| – | – | ﹤0.01% | 853 |
|
|
2025
Q3 | $271K | Hold |
22,500
| – | – | ﹤0.01% | 701 |
|
|
2025
Q2 | $260K | Hold |
22,500
| – | – | ﹤0.01% | 707 |
|
|
2025
Q1 | $284K | Hold |
22,500
| – | – | ﹤0.01% | 653 |
|
|
2024
Q4 | $286K | Sell |
22,500
-22,500
| -50% | -$281K | ﹤0.01% | 654 |
|
|
2024
Q3 | $548K | Buy |
+45,000
| New | +$514K | 0.01% | 476 |
|