D.A. Davidson & Co’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $389K | Buy |
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|
2025
Q2 | $383K | Sell |
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|
2025
Q1 | $385K | Buy |
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|
2024
Q4 | $402K | Buy |
|
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|
2024
Q3 | $368K | Sell |
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $415K | Buy |
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|
2023
Q4 | $422K | Sell |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $396K | Buy |
|
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|
2023
Q1 | $431K | Buy |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $404K | Buy |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q3 | $461K | Sell |
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|
2021
Q2 | $415K | Buy |
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|
2021
Q1 | $418K | Sell |
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|
2020
Q4 | $335K | Sell |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $319K | Buy |
|
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|
2019
Q3 | $267K | Buy |
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|
2019
Q2 | $267K | Buy |
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|
2019
Q1 | $255K | Hold |
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|
2018
Q4 | $223K | Sell |
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|
2018
Q3 | $333K | Hold |
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|
2018
Q2 | $335K | Buy |
|
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|
2018
Q1 | $340K | Buy |
|
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|
2017
Q4 | $346K | Buy |
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|
2017
Q3 | $303K | Buy |
|
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|
2017
Q2 | $192K | Buy |
|
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|
2017
Q1 | $156K | Hold |
|
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|
2016
Q4 | $166K | Hold |
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|
2016
Q3 | $127K | Hold |
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|
2016
Q2 | $117K | Hold |
|
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|
2016
Q1 | $111K | Sell |
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|
2015
Q4 | $184K | Buy |
|
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|
2015
Q3 | $161K | Hold |
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|
2015
Q2 | $174K | Hold |
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|
2015
Q1 | $149K | Buy |
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|
2014
Q4 | $141K | Sell |
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|
2014
Q3 | $147K | Buy |
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|
2014
Q2 | $144K | Buy |
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|
2014
Q1 | $144K | Buy |
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|
2013
Q4 | $127K | Buy |
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|
2013
Q3 | $85K | Buy |
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|
2013
Q2 | $64K | Buy |
|