Janney Montgomery Scott’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 | $7.34M | Sell |
207,114
-9,443
| -4% | -$334K | 0.02% | 671 |
|
|
2025
Q1 | $7.39M | Buy |
216,557
+15,403
| +8% | +$525K | 0.02% | 637 |
|
|
2024
Q4 | $7.18M | Sell |
201,154
-5,631
| -3% | -$201K | 0.02% | 657 |
|
|
2024
Q3 | $6.86M | Buy |
206,785
+321
| +0.2% | +$10.6K | 0.02% | 655 |
|
|
2024
Q2 | $5.78M | Sell |
206,464
-4,150
| -2% | -$116K | 0.02% | 674 |
|
|
2024
Q1 | $6.23M | Buy |
210,614
+1,818
| +0.9% | +$53.8K | 0.02% | 674 |
|
|
2023
Q4 | $6.28M | Sell |
208,796
-4,352
| -2% | -$131K | 0.02% | 655 |
|
|
2023
Q3 | $5.6M | Sell |
213,148
-852
| -0.4% | -$22.4K | 0.02% | 632 |
|
|
2023
Q2 | $5.74M | Sell |
214,000
-27,717
| -11% | -$743K | 0.02% | 642 |
|
|
2023
Q1 | $7.38M | Buy |
241,717
+20,598
| +9% | +$629K | 0.03% | 512 |
|
|
2022
Q4 | $7.37M | Sell |
221,119
-32,857
| -13% | -$1.09M | 0.03% | 533 |
|
|
2022
Q3 | $8.02M | Sell |
253,976
-2,012
| -0.8% | -$63.5K | 0.03% | 454 |
|
|
2022
Q2 | $9M | Sell |
255,988
-761
| -0.3% | -$26.7K | 0.04% | 388 |
|
|
2022
Q1 | $10.3M | Sell |
256,749
-203
| -0.1% | -$8.16K | 0.04% | 377 |
|
|
2021
Q4 | $12M | Buy |
256,952
+6,038
| +2% | +$281K | 0.05% | 346 |
|
|
2021
Q3 | $10.7M | Buy |
250,914
+22,128
| +10% | +$941K | 0.05% | 356 |
|
|
2021
Q2 | $8.59M | Buy |
228,786
+14,937
| +7% | +$561K | 0.04% | 409 |
|
|
2021
Q1 | $8.22M | Buy |
213,849
+5,962
| +3% | +$229K | 0.04% | 379 |
|
|
2020
Q4 | $6.31M | Sell |
207,887
-4,412
| -2% | -$134K | 0.03% | 470 |
|
|
2020
Q3 | $4.55M | Sell |
212,299
-2,654
| -1% | -$56.9K | 0.03% | 518 |
|
|
2020
Q2 | $4.93M | Buy |
214,953
+3,983
| +2% | +$91.4K | 0.03% | 459 |
|
|
2020
Q1 | $3.87M | Sell |
210,970
-11,462
| -5% | -$210K | 0.03% | 467 |
|
|
2019
Q4 | $8.07M | Buy |
222,432
+11,176
| +5% | +$406K | 0.05% | 331 |
|
|
2019
Q3 | $6.8M | Sell |
211,256
-6,314
| -3% | -$203K | 0.05% | 354 |
|
|
2019
Q2 | $7.01M | Buy |
217,570
+5,972
| +3% | +$192K | 0.05% | 340 |
|
|
2019
Q1 | $6.75M | Buy |
211,598
+1,903
| +0.9% | +$60.7K | 0.06% | 336 |
|
|
2018
Q4 | $5.86M | Buy |
209,695
+19,844
| +10% | +$554K | 0.06% | 336 |
|
|
2018
Q3 | $7.02M | Sell |
189,851
-5,383
| -3% | -$199K | 0.06% | 320 |
|
|
2018
Q2 | $7.27M | Buy |
195,234
+1,834
| +0.9% | +$68.2K | 0.07% | 285 |
|
|
2018
Q1 | $7.42M | Buy |
193,400
+16,802
| +10% | +$644K | 0.07% | 279 |
|
|
2017
Q4 | $6.95M | Sell |
176,598
-13,289
| -7% | -$523K | 0.07% | 285 |
|
|
2017
Q3 | $7.08M | Buy |
189,887
+12,075
| +7% | +$450K | 0.08% | 259 |
|
|
2017
Q2 | $6.41M | Buy |
177,812
+8,055
| +5% | +$290K | 0.08% | 261 |
|
|
2017
Q1 | $5.77M | Buy |
169,757
+22,202
| +15% | +$755K | 0.08% | 270 |
|
|
2016
Q4 | $5.35M | Buy |
147,555
+75,204
| +104% | +$2.73M | 0.08% | 259 |
|
|
2016
Q3 | $2.01M | Sell |
72,351
-39,069
| -35% | -$1.08M | 0.04% | 436 |
|
|
2016
Q2 | $2.86M | Buy |
111,420
+61,039
| +121% | +$1.56M | 0.06% | 241 |
|
|
2016
Q1 | $1.22M | Buy |
50,381
+10,933
| +28% | +$266K | 0.03% | 464 |
|
|
2015
Q4 | $1.11M | Buy |
39,448
+500
| +1% | +$14K | 0.03% | 524 |
|
|
2015
Q3 | $985K | Buy |
38,948
+1,275
| +3% | +$32.2K | 0.03% | 542 |
|
|
2015
Q2 | $1.02M | Sell |
37,673
-818
| -2% | -$22.3K | 0.02% | 781 |
|
|
2015
Q1 | $901K | Buy |
+38,491
| New | +$901K | 0.02% | 944 |
|