Allworth Financial’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Buy |
4,493
+1,102
| +32% | +$39K | ﹤0.01% | 1274 |
|
|
2025
Q1 | $109K | Buy |
3,391
+3
| +0.1% | +$97 | ﹤0.01% | 1178 |
|
|
2024
Q4 | $126K | Buy |
3,388
+2
| +0.1% | +$74 | ﹤0.01% | 1148 |
|
|
2024
Q3 | $112K | Buy |
3,386
+2
| +0.1% | +$66 | ﹤0.01% | 1033 |
|
|
2024
Q2 | $107K | Buy |
3,384
+3
| +0.1% | +$95 | ﹤0.01% | 1051 |
|
|
2024
Q1 | $100K | Sell |
3,381
-209
| -6% | -$6.18K | ﹤0.01% | 1024 |
|
|
2023
Q4 | $108K | Buy |
3,590
+217
| +6% | +$6.53K | ﹤0.01% | 913 |
|
|
2023
Q3 | $88.6K | Hold |
3,373
| – | – | ﹤0.01% | 924 |
|
|
2023
Q2 | $90.5K | Buy |
3,373
+61
| +2% | +$1.64K | ﹤0.01% | 929 |
|
|
2023
Q1 | $101K | Buy |
3,312
+52
| +2% | +$1.59K | ﹤0.01% | 855 |
|
|
2022
Q4 | $109K | Sell |
3,260
-252
| -7% | -$8.4K | ﹤0.01% | 794 |
|
|
2022
Q3 | $111K | Sell |
3,512
-456
| -11% | -$14.4K | ﹤0.01% | 737 |
|
|
2022
Q2 | $147K | Buy |
3,968
+597
| +18% | +$22.1K | ﹤0.01% | 624 |
|
|
2022
Q1 | $136K | Buy |
3,371
+1,031
| +44% | +$41.6K | ﹤0.01% | 643 |
|
|
2021
Q4 | $109K | Buy |
2,340
+27
| +1% | +$1.26K | ﹤0.01% | 663 |
|
|
2021
Q3 | $98K | Buy |
2,313
+28
| +1% | +$1.19K | ﹤0.01% | 620 |
|
|
2021
Q2 | $86K | Buy |
2,285
+2,185
| +2,185% | +$82.2K | ﹤0.01% | 500 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 1172 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1068 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 970 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 992 |
|
|
2020
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1033 |
|