Kovitz Investment Group Partners’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	$1.34M	Buy	41,953 +7,292	+21%	+$233K	0.01%	727
2025 Q1	$1.08M	Buy	34,661 +351	+1%	+$10.9K	0.01%	719
2024 Q4	$1.05M	Sell	34,310 -387	-1%	-$11.9K	0.01%	707
2024 Q3	$985K	Sell	34,697 -9,352	-21%	-$265K	0.01%	627
2024 Q2	$1.17M	Buy	+44,049	New	+$1.17M	0.01%	502