B. Riley Wealth Advisors’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+7,091
| New | +$227K | 0.01% | 811 |
|
|
2024
Q4 | $404K | Buy |
13,168
+830
| +7% | +$25.5K | 0.01% | 764 |
|
|
2024
Q3 | $365K | Sell |
12,338
-575
| -4% | -$17K | 0.01% | 867 |
|
|
2024
Q2 | $344K | Buy |
12,913
+2,213
| +21% | +$58.9K | 0.01% | 958 |
|
|
2024
Q1 | $196K | Sell |
10,700
-1,855
| -15% | -$33.9K | 0.01% | 1282 |
|
|
2023
Q4 | $277K | Buy |
12,555
+1,855
| +17% | +$41K | 0.01% | 1095 |
|
|
2023
Q3 | $196K | Sell |
10,700
-1,844
| -15% | -$33.7K | 0.01% | 1282 |
|
|
2023
Q2 | $237K | Sell |
12,544
-705
| -5% | -$13.3K | 0.01% | 1258 |
|
|
2023
Q1 | $243K | Buy |
13,249
+1,461
| +12% | +$26.8K | 0.01% | 1189 |
|
|
2022
Q4 | $210K | Buy |
+11,788
| New | +$210K | 0.01% | 1231 |
|
|
2018
Q3 | – | Sell |
-10,033
| Closed | -$181K | – | 737 |
|
|
2018
Q2 | $181K | Sell |
10,033
-109
| -1% | -$1.97K | 0.02% | 618 |
|
|
2018
Q1 | $189K | Sell |
10,142
-9,574
| -49% | -$178K | 0.03% | 597 |
|
|
2017
Q4 | $411K | Sell |
19,716
-2,449
| -11% | -$51.1K | 0.06% | 361 |
|
|
2017
Q3 | $451K | Sell |
22,165
-3,691
| -14% | -$75.1K | 0.07% | 281 |
|
|
2017
Q2 | $485K | Sell |
25,856
-1,998
| -7% | -$37.5K | 0.09% | 257 |
|
|
2017
Q1 | $495K | Sell |
27,854
-8,832
| -24% | -$157K | 0.1% | 236 |
|
|
2016
Q4 | $654K | Buy |
36,686
+310
| +0.9% | +$5.53K | 0.13% | 189 |
|
|
2016
Q3 | $269K | Buy |
+36,376
| New | +$269K | 0.05% | 439 |
|
|
2015
Q1 | – | Sell |
-3,384
| Closed | -$65 | – | 1394 |
|
|
2014
Q4 | $65 | Buy |
+3,384
| New | +$65 | ﹤0.01% | 1958 |
|
|
2014
Q3 | – | Sell |
-4,137
| Closed | -$82.2K | – | 1379 |
|
|
2014
Q2 | $82.2K | Buy |
4,137
+275
| +7% | +$5.46K | 0.02% | 805 |
|
|
2014
Q1 | $75K | Buy |
+3,862
| New | +$75K | 0.02% | 676 |
|