Creative 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 | $7.38M | Buy |
230,820
+8,513
| +4% | +$272K | 0.01% | 615 |
|
|
2025
Q1 | $6.92M | Buy |
222,307
+27,074
| +14% | +$843K | 0.01% | 601 |
|
|
2024
Q4 | $6M | Buy |
195,233
+21,884
| +13% | +$672K | 0.01% | 600 |
|
|
2024
Q3 | $5.12M | Buy |
173,349
+6,455
| +4% | +$191K | 0.01% | 632 |
|
|
2024
Q2 | $4.44M | Buy |
166,894
+109
| +0.1% | +$2.9K | ﹤0.01% | 661 |
|
|
2024
Q1 | $4.17M | Buy |
166,785
+17,214
| +12% | +$430K | ﹤0.01% | 672 |
|
|
2023
Q4 | $3.31M | Buy |
149,571
+7,458
| +5% | +$165K | 0.01% | 701 |
|
|
2023
Q3 | $2.6M | Buy |
142,113
+8,661
| +6% | +$158K | ﹤0.01% | 744 |
|
|
2023
Q2 | $2.52M | Buy |
133,452
+38,836
| +41% | +$734K | ﹤0.01% | 722 |
|
|
2023
Q1 | $1.74M | Buy |
94,616
+73
| +0.1% | +$1.34K | ﹤0.01% | 829 |
|
|
2022
Q4 | $1.69M | Buy |
94,543
+7,170
| +8% | +$128K | ﹤0.01% | 813 |
|
|
2022
Q3 | $1.37M | Buy |
87,373
+6,509
| +8% | +$102K | ﹤0.01% | 821 |
|
|
2022
Q2 | $1.4M | Buy |
80,864
+27,610
| +52% | +$478K | ﹤0.01% | 834 |
|
|
2022
Q1 | $1.14M | Buy |
53,254
+156
| +0.3% | +$3.33K | ﹤0.01% | 929 |
|
|
2021
Q4 | $1.01M | Sell |
53,098
-8,584
| -14% | -$164K | ﹤0.01% | 957 |
|
|
2021
Q3 | $1.19M | Buy |
61,682
+32,175
| +109% | +$619K | ﹤0.01% | 873 |
|
|
2021
Q2 | $581K | Sell |
29,507
-20,971
| -42% | -$413K | ﹤0.01% | 1194 |
|
|
2021
Q1 | $1.09M | Buy |
50,478
+1,121
| +2% | +$24.1K | ﹤0.01% | 973 |
|
|
2020
Q4 | $880K | Sell |
49,357
-4,829
| -9% | -$86.1K | ﹤0.01% | 1005 |
|
|
2020
Q3 | $754K | Buy |
54,186
+1,888
| +4% | +$26.3K | ﹤0.01% | 914 |
|
|
2020
Q2 | $712K | Sell |
52,298
-3,866
| -7% | -$52.6K | ﹤0.01% | 869 |
|
|
2020
Q1 | $704K | Sell |
56,164
-4,811
| -8% | -$60.3K | ﹤0.01% | 782 |
|
|
2019
Q4 | $1.24M | Buy |
60,975
+6,811
| +13% | +$138K | ﹤0.01% | 694 |
|
|
2019
Q3 | $994K | Sell |
54,164
-2,570
| -5% | -$47.2K | ﹤0.01% | 762 |
|
|
2019
Q2 | $1.03M | Sell |
56,734
-2,250
| -4% | -$40.9K | ﹤0.01% | 747 |
|
|
2019
Q1 | $997K | Sell |
58,984
-555
| -0.9% | -$9.38K | ﹤0.01% | 736 |
|
|
2018
Q4 | $845K | Sell |
59,539
-2,142
| -3% | -$30.4K | ﹤0.01% | 731 |
|
|
2018
Q3 | $1.1M | Buy |
61,681
+11,337
| +23% | +$203K | ﹤0.01% | 716 |
|
|
2018
Q2 | $905K | Buy |
50,344
+8,154
| +19% | +$147K | ﹤0.01% | 792 |
|
|
2018
Q1 | $784K | Buy |
42,190
+2,259
| +6% | +$42K | ﹤0.01% | 856 |
|
|
2017
Q4 | $833K | Buy |
39,931
+457
| +1% | +$9.53K | ﹤0.01% | 819 |
|
|
2017
Q3 | $801K | Buy |
39,474
+11,524
| +41% | +$234K | ﹤0.01% | 812 |
|
|
2017
Q2 | $524K | Sell |
27,950
-140
| -0.5% | -$2.63K | ﹤0.01% | 979 |
|
|
2017
Q1 | $498K | Buy |
28,090
+1,744
| +7% | +$30.9K | ﹤0.01% | 987 |
|
|
2016
Q4 | $469K | Buy |
26,346
+3,886
| +17% | +$69.2K | ﹤0.01% | 949 |
|
|
2016
Q3 | $317K | Buy |
22,460
+7,710
| +52% | +$109K | ﹤0.01% | 1146 |
|
|
2016
Q2 | $202K | Buy |
14,750
+574
| +4% | +$7.86K | ﹤0.01% | 1244 |
|
|
2016
Q1 | $200K | Sell |
14,176
-1,419
| -9% | -$20K | ﹤0.01% | 1211 |
|
|
2015
Q4 | $234K | Sell |
15,595
-234
| -1% | -$3.51K | ﹤0.01% | 1105 |
|
|
2015
Q3 | $245K | Sell |
15,829
-101
| -0.6% | -$1.56K | ﹤0.01% | 1073 |
|
|
2015
Q2 | $296K | Buy |
15,930
+98
| +0.6% | +$1.82K | ﹤0.01% | 797 |
|
|
2015
Q1 | $269K | Sell |
15,832
-1,735
| -10% | -$29.5K | ﹤0.01% | 1044 |
|
|
2014
Q4 | $335K | Buy |
17,567
+592
| +3% | +$11.3K | ﹤0.01% | 883 |
|
|
2014
Q3 | $327K | Buy |
16,975
+3,359
| +25% | +$64.7K | ﹤0.01% | 823 |
|
|
2014
Q2 | $271K | Buy |
13,616
+4,527
| +50% | +$90.1K | ﹤0.01% | 882 |
|
|
2014
Q1 | $176K | Buy |
9,089
+3,675
| +68% | +$71.2K | ﹤0.01% | 1062 |
|
|
2013
Q4 | $107K | Sell |
5,414
-1,026
| -16% | -$20.3K | ﹤0.01% | 1163 |
|
|
2013
Q3 | $107K | Buy |
6,440
+226
| +4% | +$3.76K | ﹤0.01% | 1075 |
|
|
2013
Q2 | $100K | Buy |
+6,214
| New | +$100K | ﹤0.01% | 986 |
|