Center for Financial Planning’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 | $204K | Buy |
6,396
+3,774
| +144% | +$121K | 0.02% | 164 |
|
2025
Q1 | $81.7K | Hold |
2,622
| – | – | 0.01% | 230 |
|
2024
Q4 | $80.5K | Buy |
2,622
+548
| +26% | +$16.8K | 0.01% | 214 |
|
2024
Q3 | $61.3K | Hold |
2,074
| – | – | 0.01% | 227 |
|
2024
Q2 | $55.2K | Hold |
2,074
| – | – | 0.01% | 223 |
|
2024
Q1 | $51.8K | Hold |
2,074
| – | – | 0.01% | 233 |
|
2023
Q4 | $45.8K | Hold |
2,074
| – | – | 0.01% | 228 |
|
2023
Q3 | $37.9K | Hold |
2,074
| – | – | 0.01% | 238 |
|
2023
Q2 | $39.2K | Hold |
2,074
| – | – | 0.01% | 258 |
|
2023
Q1 | $38.1K | Hold |
2,074
| – | – | 0.01% | 245 |
|
2022
Q4 | $37K | Hold |
2,074
| – | – | 0.01% | 244 |
|
2022
Q3 | $32K | Hold |
2,074
| – | – | 0.01% | 248 |
|
2022
Q2 | $36K | Hold |
2,074
| – | – | 0.01% | 241 |
|
2022
Q1 | $44K | Hold |
2,074
| – | – | 0.01% | 239 |
|
2021
Q4 | $40K | Hold |
2,074
| – | – | 0.01% | 252 |
|
2021
Q3 | $40K | Hold |
2,074
| – | – | 0.01% | 245 |
|
2021
Q2 | $41K | Hold |
2,074
| – | – | 0.01% | 238 |
|
2021
Q1 | $45K | Hold |
2,074
| – | – | 0.01% | 216 |
|
2020
Q4 | $37K | Hold |
2,074
| – | – | 0.01% | 225 |
|
2020
Q3 | $29K | Sell |
2,074
-1,014
| -33% | -$14.2K | 0.01% | 229 |
|
2020
Q2 | $42K | Sell |
3,088
-285
| -8% | -$3.88K | 0.01% | 200 |
|
2020
Q1 | $42K | Hold |
3,373
| – | – | 0.01% | 182 |
|
2019
Q4 | $68K | Buy |
+3,373
| New | +$68K | 0.02% | 164 |
|