CAPTRUST Financial Advisors’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
87,211
+2,284
| +3% | +$73K | 0.01% | 835 |
|
|
2025
Q1 | $2.65M | Sell |
84,927
-38,363
| -31% | -$1.2M | 0.01% | 793 |
|
|
2024
Q4 | $3.79M | Sell |
123,290
-14,127
| -10% | -$434K | 0.01% | 618 |
|
|
2024
Q3 | $4.06M | Sell |
137,417
-7,524
| -5% | -$222K | 0.01% | 586 |
|
|
2024
Q2 | $3.86M | Sell |
144,941
-3,280
| -2% | -$87.3K | 0.01% | 574 |
|
|
2024
Q1 | $3.7M | Sell |
148,221
-38,393
| -21% | -$959K | 0.01% | 578 |
|
|
2023
Q4 | $4.12M | Buy |
186,614
+22,350
| +14% | +$494K | 0.01% | 619 |
|
|
2023
Q3 | $3M | Buy |
164,264
+80,096
| +95% | +$1.46M | 0.01% | 697 |
|
|
2023
Q2 | $1.59M | Buy |
84,168
+4,307
| +5% | +$81.4K | 0.01% | 929 |
|
|
2023
Q1 | $1.47M | Sell |
79,861
-8,110
| -9% | -$149K | 0.01% | 851 |
|
|
2022
Q4 | $1.57M | Buy |
87,971
+233
| +0.3% | +$4.16K | 0.01% | 791 |
|
|
2022
Q3 | $1.38M | Buy |
87,738
+26,645
| +44% | +$418K | 0.01% | 799 |
|
|
2022
Q2 | $1.06M | Buy |
61,093
+8,066
| +15% | +$140K | 0.01% | 809 |
|
|
2022
Q1 | $1.13M | Sell |
53,027
-7,673
| -13% | -$164K | 0.01% | 797 |
|
|
2021
Q4 | $1.16M | Buy |
60,700
+48,799
| +410% | +$931K | 0.01% | 756 |
|
|
2021
Q3 | $229K | Buy |
11,901
+503
| +4% | +$9.68K | ﹤0.01% | 1460 |
|
|
2021
Q2 | $225K | Buy |
11,398
+68
| +0.6% | +$1.34K | ﹤0.01% | 1430 |
|
|
2021
Q1 | $244K | Buy |
11,330
+459
| +4% | +$9.89K | ﹤0.01% | 1336 |
|
|
2020
Q4 | $194K | Buy |
10,871
+6,387
| +142% | +$114K | ﹤0.01% | 1198 |
|
|
2020
Q3 | $62K | Sell |
4,484
-12,020
| -73% | -$166K | ﹤0.01% | 1553 |
|
|
2020
Q2 | $220K | Buy |
16,504
+332
| +2% | +$4.43K | ﹤0.01% | 993 |
|
|
2020
Q1 | $191K | Sell |
16,172
-255
| -2% | -$3.01K | ﹤0.01% | 870 |
|
|
2019
Q4 | $338K | Buy |
16,427
+8,982
| +121% | +$185K | 0.01% | 799 |
|
|
2019
Q3 | $137K | Sell |
7,445
-1,024
| -12% | -$18.8K | ﹤0.01% | 670 |
|
|
2019
Q2 | $154K | Hold |
8,469
| – | – | 0.01% | 620 |
|
|
2019
Q1 | $143K | Buy |
8,469
+7,515
| +788% | +$127K | 0.01% | 588 |
|
|
2018
Q4 | $14K | Sell |
954
-1,600
| -63% | -$23.5K | ﹤0.01% | 1134 |
|
|
2018
Q3 | $46K | Buy |
2,554
+250
| +11% | +$4.5K | ﹤0.01% | 791 |
|
|
2018
Q2 | $41K | Buy |
2,304
+382
| +20% | +$6.8K | ﹤0.01% | 726 |
|
|
2018
Q1 | $35K | Hold |
1,922
| – | – | ﹤0.01% | 694 |
|
|
2017
Q4 | $40K | Buy |
+1,922
| New | +$40K | ﹤0.01% | 636 |
|