Geneos Wealth Management’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 | $283K | Sell |
8,853
-7,312
| -45% | -$234K | 0.01% | 877 |
|
|
2025
Q1 | $504K | Buy |
16,165
+15,391
| +1,989% | +$479K | 0.01% | 888 |
|
|
2024
Q4 | $23.8K | Hold |
774
| – | – | ﹤0.01% | 1645 |
|
|
2024
Q3 | $22.9K | Hold |
774
| – | – | ﹤0.01% | 1514 |
|
|
2024
Q2 | $20.6K | Hold |
774
| – | – | ﹤0.01% | 1344 |
|
|
2024
Q1 | $19.3K | Sell |
774
-110
| -12% | -$2.75K | ﹤0.01% | 1368 |
|
|
2023
Q4 | $19.5K | Hold |
884
| – | – | ﹤0.01% | 1362 |
|
|
2023
Q3 | $16.2K | Sell |
884
-62
| -7% | -$1.13K | ﹤0.01% | 1442 |
|
|
2023
Q2 | $17.9K | Buy |
946
+62
| +7% | +$1.17K | ﹤0.01% | 1416 |
|
|
2023
Q1 | $16.2K | Buy |
884
+282
| +47% | +$5.18K | ﹤0.01% | 1407 |
|
|
2022
Q4 | $10.7K | Hold |
602
| – | – | ﹤0.01% | 1510 |
|
|
2022
Q3 | $9K | Sell |
602
-5,520
| -90% | -$82.5K | ﹤0.01% | 1543 |
|
|
2022
Q2 | $107K | Sell |
6,122
-405
| -6% | -$7.08K | 0.01% | 988 |
|
|
2022
Q1 | $139K | Sell |
6,527
-183
| -3% | -$3.9K | 0.01% | 955 |
|
|
2021
Q4 | $127K | Buy |
6,710
+287
| +4% | +$5.43K | ﹤0.01% | 1076 |
|
|
2021
Q3 | $124K | Buy |
6,423
+2
| +0% | +$39 | ﹤0.01% | 1077 |
|
|
2021
Q2 | $127K | Sell |
6,421
-274
| -4% | -$5.42K | 0.01% | 1061 |
|
|
2021
Q1 | $146K | Sell |
6,695
-676
| -9% | -$14.7K | ﹤0.01% | 1116 |
|
|
2020
Q4 | $158K | Buy |
7,371
+950
| +15% | +$20.4K | 0.01% | 926 |
|
|
2020
Q3 | $88K | Buy |
6,421
+100
| +2% | +$1.37K | ﹤0.01% | 994 |
|
|
2020
Q2 | $82K | Hold |
6,321
| – | – | ﹤0.01% | 1009 |
|
|
2020
Q1 | $71K | Sell |
6,321
-397
| -6% | -$4.46K | ﹤0.01% | 970 |
|
|
2019
Q4 | $135K | Sell |
6,718
-119
| -2% | -$2.39K | 0.01% | 836 |
|
|
2019
Q3 | $124K | Buy |
6,837
+416
| +6% | +$7.55K | 0.01% | 819 |
|
|
2019
Q2 | $116K | Sell |
6,421
-288
| -4% | -$5.2K | 0.01% | 851 |
|
|
2019
Q1 | $113K | Sell |
6,709
-1,111
| -14% | -$18.7K | 0.01% | 820 |
|
|
2018
Q4 | $109K | Sell |
7,820
-1,000
| -11% | -$13.9K | 0.01% | 811 |
|
|
2018
Q3 | $157K | Sell |
8,820
-193
| -2% | -$3.44K | 0.01% | 731 |
|
|
2018
Q2 | $161K | Buy |
9,013
+568
| +7% | +$10.1K | 0.01% | 619 |
|
|
2018
Q1 | $156K | Buy |
8,445
+2,007
| +31% | +$37.1K | 0.01% | 605 |
|
|
2017
Q4 | $134K | Sell |
6,438
-1,420
| -18% | -$29.6K | 0.01% | 654 |
|
|
2017
Q3 | $159K | Buy |
7,858
+84
| +1% | +$1.7K | 0.02% | 575 |
|
|
2017
Q2 | $145K | Buy |
7,774
+700
| +10% | +$13.1K | 0.01% | 590 |
|
|
2017
Q1 | $125K | Buy |
7,074
+4
| +0.1% | +$71 | 0.01% | 602 |
|
|
2016
Q4 | $125K | Sell |
7,070
-312
| -4% | -$5.52K | 0.02% | 558 |
|
|
2016
Q3 | $104K | Buy |
7,382
+1,427
| +24% | +$20.1K | 0.01% | 596 |
|
|
2016
Q2 | $81K | Sell |
5,955
-257
| -4% | -$3.5K | 0.01% | 648 |
|
|
2016
Q1 | $87K | Buy |
+6,212
| New | +$87K | 0.01% | 630 |
|