L.M. Kohn & Company’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 | $455K | Hold |
12,857
| – | – | 0.12% | 148 |
|
|
2025
Q1 | $439K | Buy |
12,857
+550
| +4% | +$18.8K | 0.11% | 158 |
|
|
2024
Q4 | $439K | Sell |
12,307
-384
| -3% | -$13.7K | 0.11% | 148 |
|
|
2024
Q3 | $421K | Buy |
12,691
+425
| +3% | +$14.1K | 0.11% | 166 |
|
|
2024
Q2 | $344K | Sell |
12,266
-35
| -0.3% | -$980 | 0.09% | 182 |
|
|
2024
Q1 | $364K | Buy |
12,301
+890
| +8% | +$26.3K | 0.1% | 179 |
|
|
2023
Q4 | $343K | Buy |
11,411
+2,070
| +22% | +$62.3K | 0.11% | 165 |
|
|
2023
Q3 | $245K | Buy |
9,341
+100
| +1% | +$2.63K | 0.09% | 198 |
|
|
2023
Q2 | $248K | Buy |
9,241
+492
| +6% | +$13.2K | 0.09% | 190 |
|
|
2023
Q1 | $267K | Sell |
8,749
-240
| -3% | -$7.33K | 0.11% | 178 |
|
|
2022
Q4 | $299K | Buy |
8,989
+701
| +8% | +$23.3K | 0.14% | 155 |
|
|
2022
Q3 | $262K | Sell |
8,288
-17
| -0.2% | -$537 | 0.13% | 163 |
|
|
2022
Q2 | $309K | Hold |
8,305
| – | – | 0.14% | 162 |
|
|
2022
Q1 | $334K | Buy |
+8,305
| New | +$334K | 0.13% | 178 |
|