HighTower Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Sell |
16,372
-264
| -2% | -$9.35K | ﹤0.01% | 2387 |
|
|
2025
Q1 | $567K | Hold |
16,636
| – | – | ﹤0.01% | 2341 |
|
|
2024
Q4 | $594K | Buy |
16,636
+1,198
| +8% | +$42.8K | ﹤0.01% | 2325 |
|
|
2024
Q3 | $511K | Buy |
+15,438
| New | +$511K | ﹤0.01% | 2381 |
|
|
2024
Q1 | – | Sell |
-10,221
| Closed | -$306K | – | 3325 |
|
|
2023
Q4 | $306K | Buy |
10,221
+313
| +3% | +$9.37K | ﹤0.01% | 2667 |
|
|
2023
Q3 | $260K | Buy |
9,908
+811
| +9% | +$21.3K | ﹤0.01% | 2696 |
|
|
2023
Q2 | $245K | Sell |
9,097
-1,568
| -15% | -$42.2K | ﹤0.01% | 2693 |
|
|
2023
Q1 | $326K | Buy |
10,665
+1,568
| +17% | +$47.9K | ﹤0.01% | 2392 |
|
|
2022
Q4 | $303K | Sell |
9,097
-424
| -4% | -$14.1K | ﹤0.01% | 2437 |
|
|
2022
Q3 | $300K | Buy |
9,521
+8
| +0.1% | +$252 | ﹤0.01% | 2321 |
|
|
2022
Q2 | $354K | Buy |
9,513
+3,028
| +47% | +$113K | ﹤0.01% | 2236 |
|
|
2022
Q1 | $260K | Buy |
+6,485
| New | +$260K | ﹤0.01% | 2616 |
|
|
2021
Q3 | – | Sell |
-9,521
| Closed | -$358K | – | 2974 |
|
|
2021
Q2 | $358K | Buy |
9,521
+3,860
| +68% | +$145K | ﹤0.01% | 2243 |
|
|
2021
Q1 | $218K | Buy |
+5,661
| New | +$218K | ﹤0.01% | 2527 |
|