HBK Sorce Advisory’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
$384K Sell
12,014
-2
-0% -$64 0.01% 399
2025
Q1
$374K Hold
12,016
0.01% 396
2024
Q4
$369K Sell
12,016
-1,227
-9% -$37.7K 0.01% 402
2024
Q3
$391K Sell
13,243
-51
-0.4% -$1.51K 0.01% 399
2024
Q2
$354K Sell
13,294
-296
-2% -$7.88K 0.01% 403
2024
Q1
$340K Sell
13,590
-2,827
-17% -$70.6K 0.01% 417
2023
Q4
$363K Sell
16,417
-672
-4% -$14.9K 0.01% 378
2023
Q3
$312K Sell
17,089
-397
-2% -$7.26K 0.01% 407
2023
Q2
$331K Sell
17,486
-139
-0.8% -$2.63K 0.01% 416
2023
Q1
$324K Sell
17,625
-27,067
-61% -$497K 0.01% 417
2022
Q4
$797K Buy
44,692
+21,281
+91% +$380K 0.02% 331
2022
Q3
$367K Buy
23,411
+2,565
+12% +$40.2K 0.02% 319
2022
Q2
$361K Sell
20,846
-7,347
-26% -$127K 0.03% 299
2022
Q1
$602K Buy
28,193
+2,106
+8% +$45K 0.03% 271
2021
Q4
$497K Buy
26,087
+1,207
+5% +$23K 0.03% 332
2021
Q3
$479K Buy
24,880
+141
+0.6% +$2.72K 0.03% 324
2021
Q2
$487K Sell
24,739
-867
-3% -$17.1K 0.03% 322
2021
Q1
$551K Sell
25,606
-7,708
-23% -$166K 0.03% 281
2020
Q4
$594K Sell
33,314
-7,260
-18% -$129K 0.04% 249
2020
Q3
$564K Buy
40,574
+1,699
+4% +$23.6K 0.04% 239
2020
Q2
$529K Buy
38,875
+6,745
+21% +$91.8K 0.04% 241
2020
Q1
$403K Buy
32,130
+1,931
+6% +$24.2K 0.04% 240
2019
Q4
$613K Buy
30,199
+5,042
+20% +$102K 0.05% 232
2019
Q3
$462K Sell
25,157
-833
-3% -$15.3K 0.04% 260
2019
Q2
$472K Sell
25,990
-342
-1% -$6.21K 0.05% 253
2019
Q1
$445K Buy
26,332
+13,846
+111% +$234K 0.04% 265
2018
Q4
$177K Sell
12,486
-8,514
-41% -$121K 0.02% 363
2018
Q3
$375K Buy
21,000
+7,306
+53% +$130K 0.04% 259
2018
Q2
$246K Buy
13,694
+1,610
+13% +$28.9K 0.03% 337
2018
Q1
$225K Hold
12,084
0.03% 333
2017
Q4
$252K Buy
12,084
+125
+1% +$2.61K 0.03% 335
2017
Q3
$243K Sell
11,959
-102
-0.8% -$2.07K 0.04% 275
2017
Q2
$226K Buy
+12,061
New +$226K 0.04% 272
2017
Q1
Sell
-12,127
Closed -$216K 235
2016
Q4
$216K Sell
12,127
-159
-1% -$2.83K 0.04% 276
2016
Q3
$173K Buy
12,286
+1,132
+10% +$15.9K 0.03% 271
2016
Q2
$152K Sell
11,154
-46
-0.4% -$627 0.03% 264
2016
Q1
$158K Sell
11,200
-668
-6% -$9.42K 0.04% 237
2015
Q4
$178K Buy
+11,868
New +$178K 0.05% 207