Bank of America’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 | $1.46M | Buy |
41,345
+8,240
| +25% | +$292K | ﹤0.01% | 4212 |
|
2025
Q1 | $1.13M | Sell |
33,105
-3,260
| -9% | -$111K | ﹤0.01% | 4289 |
|
2024
Q4 | $1.3M | Sell |
36,365
-1,360
| -4% | -$48.5K | ﹤0.01% | 4050 |
|
2024
Q3 | $1.25M | Buy |
37,725
+1,850
| +5% | +$61.3K | ﹤0.01% | 4150 |
|
2024
Q2 | $1M | Sell |
35,875
-6,226
| -15% | -$174K | ﹤0.01% | 4176 |
|
2024
Q1 | $1.25M | Sell |
42,101
-1,574
| -4% | -$46.6K | ﹤0.01% | 4034 |
|
2023
Q4 | $1.31M | Sell |
43,675
-4,526
| -9% | -$136K | ﹤0.01% | 3951 |
|
2023
Q3 | $1.27M | Buy |
48,201
+3,648
| +8% | +$95.8K | ﹤0.01% | 3871 |
|
2023
Q2 | $1.19M | Sell |
44,553
-124,058
| -74% | -$3.33M | ﹤0.01% | 3893 |
|
2023
Q1 | $5.15M | Sell |
168,611
-12,808
| -7% | -$391K | ﹤0.01% | 3006 |
|
2022
Q4 | $6.04M | Sell |
181,419
-1,575
| -0.9% | -$52.5K | ﹤0.01% | 2748 |
|
2022
Q3 | $5.78M | Sell |
182,994
-4,708
| -3% | -$149K | ﹤0.01% | 2697 |
|
2022
Q2 | $6.97M | Sell |
187,702
-3,107
| -2% | -$115K | ﹤0.01% | 2613 |
|
2022
Q1 | $7.67M | Buy |
190,809
+3,346
| +2% | +$135K | ﹤0.01% | 2722 |
|
2021
Q4 | $8.73M | Buy |
187,463
+10,251
| +6% | +$478K | ﹤0.01% | 2630 |
|
2021
Q3 | $7.54M | Buy |
177,212
+4,269
| +2% | +$182K | ﹤0.01% | 2716 |
|
2021
Q2 | $6.49M | Buy |
172,943
+2,821
| +2% | +$106K | ﹤0.01% | 2834 |
|
2021
Q1 | $6.54M | Buy |
170,122
+1,248
| +0.7% | +$48K | ﹤0.01% | 2765 |
|
2020
Q4 | $5.13M | Sell |
168,874
-5,594
| -3% | -$170K | ﹤0.01% | 2689 |
|
2020
Q3 | $3.74M | Sell |
174,468
-1,129
| -0.6% | -$24.2K | ﹤0.01% | 2785 |
|
2020
Q2 | $4.03M | Buy |
175,597
+13,308
| +8% | +$305K | ﹤0.01% | 2707 |
|
2020
Q1 | $2.98M | Buy |
162,289
+41,724
| +35% | +$765K | ﹤0.01% | 2805 |
|
2019
Q4 | $4.38M | Sell |
120,565
-36,205
| -23% | -$1.31M | ﹤0.01% | 2888 |
|
2019
Q3 | $5.04M | Sell |
156,770
-39,829
| -20% | -$1.28M | ﹤0.01% | 2727 |
|
2019
Q2 | $6.33M | Sell |
196,599
-81,653
| -29% | -$2.63M | ﹤0.01% | 2562 |
|
2019
Q1 | $8.88M | Buy |
278,252
+25,329
| +10% | +$808K | ﹤0.01% | 2257 |
|
2018
Q4 | $7.06M | Sell |
252,923
-32,337
| -11% | -$903K | ﹤0.01% | 2280 |
|
2018
Q3 | $10.6M | Sell |
285,260
-5,088
| -2% | -$188K | ﹤0.01% | 2121 |
|
2018
Q2 | $10.8M | Sell |
290,348
-12,476
| -4% | -$464K | ﹤0.01% | 2063 |
|
2018
Q1 | $11.6M | Buy |
302,824
+11,752
| +4% | +$451K | ﹤0.01% | 1975 |
|
2017
Q4 | $11.4M | Buy |
291,072
+14,881
| +5% | +$585K | ﹤0.01% | 1981 |
|
2017
Q3 | $10.3M | Buy |
276,191
+25,417
| +10% | +$947K | ﹤0.01% | 2155 |
|
2017
Q2 | $9.04M | Sell |
250,774
-11,739
| -4% | -$423K | ﹤0.01% | 2145 |
|
2017
Q1 | $8.93M | Sell |
262,513
-12,015
| -4% | -$409K | ﹤0.01% | 2148 |
|
2016
Q4 | $9.96M | Buy |
274,528
+30,165
| +12% | +$1.09M | ﹤0.01% | 1981 |
|
2016
Q3 | $6.78M | Buy |
244,363
+20,302
| +9% | +$564K | ﹤0.01% | 2179 |
|
2016
Q2 | $5.75M | Sell |
224,061
-10,282
| -4% | -$264K | ﹤0.01% | 2261 |
|
2016
Q1 | $5.69M | Buy |
234,343
+7,839
| +3% | +$190K | ﹤0.01% | 2224 |
|
2015
Q4 | $6.35M | Sell |
226,504
-4,477
| -2% | -$125K | ﹤0.01% | 2199 |
|
2015
Q3 | $5.84M | Buy |
230,981
+23,103
| +11% | +$585K | ﹤0.01% | 2250 |
|
2015
Q2 | $5.65M | Buy |
207,878
+20,984
| +11% | +$571K | ﹤0.01% | 1936 |
|
2015
Q1 | $4.37M | Sell |
186,894
-8,515
| -4% | -$199K | ﹤0.01% | 2051 |
|
2014
Q4 | $4.6M | Buy |
195,409
+43,741
| +29% | +$1.03M | ﹤0.01% | 2004 |
|
2014
Q3 | $3.37M | Sell |
151,668
-15,779
| -9% | -$351K | ﹤0.01% | 2245 |
|
2014
Q2 | $3.87M | Sell |
167,447
-39,122
| -19% | -$905K | ﹤0.01% | 2138 |
|
2014
Q1 | $4.97M | Sell |
206,569
-70,729
| -26% | -$1.7M | ﹤0.01% | 1902 |
|
2013
Q4 | $6.53M | Buy |
277,298
+45,580
| +20% | +$1.07M | ﹤0.01% | 1700 |
|
2013
Q3 | $4.98M | Buy |
231,718
+157,140
| +211% | +$3.37M | ﹤0.01% | 1830 |
|
2013
Q2 | $1.6M | Buy |
+74,578
| New | +$1.6M | ﹤0.01% | 2692 |
|