Clifford Swan Investment Counsel’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 | $524K | Hold |
16,404
| – | – | 0.02% | 213 |
|
|
2025
Q1 | $511K | Hold |
16,404
| – | – | 0.02% | 215 |
|
|
2024
Q4 | $504K | Sell |
16,404
-58
| -0.4% | -$1.78K | 0.02% | 215 |
|
|
2024
Q3 | $486K | Hold |
16,462
| – | – | 0.02% | 223 |
|
|
2024
Q2 | $438K | Sell |
16,462
-607
| -4% | -$16.2K | 0.02% | 225 |
|
|
2024
Q1 | $427K | Sell |
17,069
-466
| -3% | -$11.6K | 0.02% | 229 |
|
|
2023
Q4 | $388K | Buy |
17,535
+3,308
| +23% | +$73.1K | 0.02% | 237 |
|
|
2023
Q3 | $260K | Hold |
14,227
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $269K | Hold |
14,227
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $261K | Sell |
14,227
-286
| -2% | -$5.25K | 0.01% | 268 |
|
|
2022
Q4 | $259K | Hold |
14,513
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $227K | Sell |
14,513
-180
| -1% | -$2.82K | 0.01% | 288 |
|
|
2022
Q2 | $255K | Sell |
14,693
-116
| -0.8% | -$2.01K | 0.01% | 286 |
|
|
2022
Q1 | $316K | Sell |
14,809
-116
| -0.8% | -$2.48K | 0.01% | 277 |
|
|
2021
Q4 | $285K | Sell |
14,925
-118
| -0.8% | -$2.25K | 0.01% | 292 |
|
|
2021
Q3 | $297K | Hold |
15,043
| – | – | 0.01% | 286 |
|
|
2021
Q2 | $289K | Buy |
+15,043
| New | +$289K | 0.01% | 280 |
|