Ameriprise’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 | $813K | Buy |
22,951
+552
| +2% | +$19.6K | ﹤0.01% | 3325 |
|
|
2025
Q1 | $764K | Buy |
22,399
+347
| +2% | +$11.8K | ﹤0.01% | 3297 |
|
|
2024
Q4 | $787K | Buy |
22,052
+10,860
| +97% | +$388K | ﹤0.01% | 3320 |
|
|
2024
Q3 | $371K | Sell |
11,192
-1,029
| -8% | -$34.1K | ﹤0.01% | 3571 |
|
|
2024
Q2 | $342K | Buy |
12,221
+1,706
| +16% | +$47.8K | ﹤0.01% | 3552 |
|
|
2024
Q1 | $311K | Sell |
10,515
-609
| -5% | -$18K | ﹤0.01% | 3573 |
|
|
2023
Q4 | $335K | Buy |
11,124
+1,229
| +12% | +$37K | ﹤0.01% | 3584 |
|
|
2023
Q3 | $260K | Buy |
9,895
+101
| +1% | +$2.65K | ﹤0.01% | 3624 |
|
|
2023
Q2 | $263K | Sell |
9,794
-428
| -4% | -$11.5K | ﹤0.01% | 3643 |
|
|
2023
Q1 | $312K | Sell |
10,222
-561
| -5% | -$17.1K | ﹤0.01% | 3600 |
|
|
2022
Q4 | $360K | Buy |
10,783
+1,030
| +11% | +$34.4K | ﹤0.01% | 3522 |
|
|
2022
Q3 | $308K | Buy |
9,753
+211
| +2% | +$6.66K | ﹤0.01% | 3572 |
|
|
2022
Q2 | $354K | Sell |
9,542
-7,326
| -43% | -$272K | ﹤0.01% | 3512 |
|
|
2022
Q1 | $678K | Sell |
16,868
-4,132
| -20% | -$166K | ﹤0.01% | 3367 |
|
|
2021
Q4 | $998K | Sell |
21,000
-7,589
| -27% | -$361K | ﹤0.01% | 3255 |
|
|
2021
Q3 | $1.22M | Buy |
28,589
+16,746
| +141% | +$713K | ﹤0.01% | 3083 |
|
|
2021
Q2 | $445K | Buy |
11,843
+1,157
| +11% | +$43.5K | ﹤0.01% | 3493 |
|
|
2021
Q1 | $411K | Buy |
10,686
+720
| +7% | +$27.7K | ﹤0.01% | 3473 |
|
|
2020
Q4 | $302K | Sell |
9,966
-1,560
| -14% | -$47.3K | ﹤0.01% | 3497 |
|
|
2020
Q3 | $247K | Sell |
11,526
-3,019
| -21% | -$64.7K | ﹤0.01% | 3474 |
|
|
2020
Q2 | $334K | Sell |
14,545
-2,168
| -13% | -$49.8K | ﹤0.01% | 3327 |
|
|
2020
Q1 | $307K | Sell |
16,713
-38
| -0.2% | -$698 | ﹤0.01% | 3293 |
|
|
2019
Q4 | $608K | Buy |
16,751
+5,023
| +43% | +$182K | ﹤0.01% | 3261 |
|
|
2019
Q3 | $377K | Sell |
11,728
-934
| -7% | -$30K | ﹤0.01% | 3380 |
|
|
2019
Q2 | $408K | Sell |
12,662
-1,803
| -12% | -$58.1K | ﹤0.01% | 3385 |
|
|
2019
Q1 | $466K | Buy |
+14,465
| New | +$466K | ﹤0.01% | 3302 |
|
|
2018
Q4 | – | Sell |
-7,815
| Closed | -$289K | – | 3648 |
|
|
2018
Q3 | $289K | Buy |
+7,815
| New | +$289K | ﹤0.01% | 3449 |
|
|
2013
Q4 | – | Sell |
-216
| Closed | -$5K | – | 5149 |
|
|
2013
Q3 | $5K | Hold |
216
| – | – | ﹤0.01% | 5220 |
|
|
2013
Q2 | $5K | Buy |
+216
| New | +$5K | ﹤0.01% | 5113 |
|