LPL Financial’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 | $7.2M | Sell |
203,311
-6,981
| -3% | -$247K | ﹤0.01% | 2007 |
|
|
2025
Q1 | $7.17M | Buy |
210,292
+24,519
| +13% | +$836K | ﹤0.01% | 1849 |
|
|
2024
Q4 | $6.63M | Buy |
185,773
+74,403
| +67% | +$2.66M | ﹤0.01% | 1830 |
|
|
2024
Q3 | $3.69M | Buy |
111,370
+22,488
| +25% | +$746K | ﹤0.01% | 2209 |
|
|
2024
Q2 | $2.49M | Buy |
88,882
+5,958
| +7% | +$167K | ﹤0.01% | 2394 |
|
|
2024
Q1 | $2.45M | Buy |
82,924
+4,105
| +5% | +$121K | ﹤0.01% | 2348 |
|
|
2023
Q4 | $2.37M | Buy |
78,819
+6,386
| +9% | +$192K | ﹤0.01% | 2259 |
|
|
2023
Q3 | $1.9M | Buy |
72,433
+7,449
| +11% | +$196K | ﹤0.01% | 2316 |
|
|
2023
Q2 | $1.74M | Buy |
64,984
+12,858
| +25% | +$345K | ﹤0.01% | 2353 |
|
|
2023
Q1 | $1.59M | Buy |
52,126
+2,668
| +5% | +$81.5K | ﹤0.01% | 2337 |
|
|
2022
Q4 | $1.65M | Buy |
49,458
+167
| +0.3% | +$5.56K | ﹤0.01% | 2227 |
|
|
2022
Q3 | $1.56M | Buy |
49,291
+2,328
| +5% | +$73.5K | ﹤0.01% | 2170 |
|
|
2022
Q2 | $1.74M | Sell |
46,963
-38,139
| -45% | -$1.42M | ﹤0.01% | 2127 |
|
|
2022
Q1 | $3.42M | Buy |
85,102
+42,617
| +100% | +$1.71M | ﹤0.01% | 1663 |
|
|
2021
Q4 | $1.98M | Buy |
42,485
+636
| +2% | +$29.6K | ﹤0.01% | 2088 |
|
|
2021
Q3 | $1.78M | Sell |
41,849
-3,200
| -7% | -$136K | ﹤0.01% | 2135 |
|
|
2021
Q2 | $1.69M | Sell |
45,049
-275
| -0.6% | -$10.3K | ﹤0.01% | 2107 |
|
|
2021
Q1 | $1.74M | Sell |
45,324
-1,716
| -4% | -$66K | ﹤0.01% | 1941 |
|
|
2020
Q4 | $1.43M | Sell |
47,040
-3,510
| -7% | -$107K | ﹤0.01% | 1912 |
|
|
2020
Q3 | $1.08M | Buy |
50,550
+2,839
| +6% | +$60.8K | ﹤0.01% | 1882 |
|
|
2020
Q2 | $1.1M | Buy |
47,711
+5,122
| +12% | +$118K | ﹤0.01% | 1745 |
|
|
2020
Q1 | $781K | Sell |
42,589
-3,173
| -7% | -$58.2K | ﹤0.01% | 1783 |
|
|
2019
Q4 | $1.66M | Buy |
45,762
+2,466
| +6% | +$89.5K | ﹤0.01% | 1479 |
|
|
2019
Q3 | $1.39M | Buy |
43,296
+1,320
| +3% | +$42.5K | ﹤0.01% | 1503 |
|
|
2019
Q2 | $1.35M | Buy |
41,976
+739
| +2% | +$23.8K | ﹤0.01% | 1510 |
|
|
2019
Q1 | $1.32M | Sell |
41,237
-6,682
| -14% | -$213K | ﹤0.01% | 1461 |
|
|
2018
Q4 | $1.34M | Buy |
47,919
+23,021
| +92% | +$643K | ﹤0.01% | 1313 |
|
|
2018
Q3 | $921K | Buy |
24,898
+7,270
| +41% | +$269K | ﹤0.01% | 1716 |
|
|
2018
Q2 | $656K | Sell |
17,628
-59
| -0.3% | -$2.2K | ﹤0.01% | 1944 |
|
|
2018
Q1 | $678K | Buy |
17,687
+1,997
| +13% | +$76.6K | ﹤0.01% | 1873 |
|
|
2017
Q4 | $617K | Buy |
15,690
+3,621
| +30% | +$142K | ﹤0.01% | 1864 |
|
|
2017
Q3 | $450K | Buy |
12,069
+817
| +7% | +$30.5K | ﹤0.01% | 2018 |
|
|
2017
Q2 | $405K | Sell |
11,252
-14,489
| -56% | -$522K | ﹤0.01% | 2038 |
|
|
2017
Q1 | $873K | Sell |
25,741
-13,307
| -34% | -$451K | 0.01% | 1348 |
|
|
2016
Q4 | $1.41M | Sell |
39,048
-2,978
| -7% | -$108K | 0.01% | 1000 |
|
|
2016
Q3 | $1.15M | Buy |
42,026
+19,186
| +84% | +$525K | 0.01% | 1088 |
|
|
2016
Q2 | $576K | Sell |
22,840
-21,273
| -48% | -$536K | ﹤0.01% | 1552 |
|
|
2016
Q1 | $1.05M | Buy |
44,113
+4,744
| +12% | +$112K | ﹤0.01% | 1632 |
|
|
2015
Q4 | $1.08M | Buy |
39,369
+17,752
| +82% | +$487K | ﹤0.01% | 1622 |
|
|
2015
Q3 | $534K | Sell |
21,617
-14,214
| -40% | -$351K | ﹤0.01% | 1732 |
|
|
2015
Q2 | $981K | Buy |
35,831
+476
| +1% | +$13K | 0.01% | 1379 |
|
|
2015
Q1 | $826K | Buy |
35,355
+7,780
| +28% | +$182K | ﹤0.01% | 1497 |
|
|
2014
Q4 | $650K | Buy |
27,575
+1,481
| +6% | +$34.9K | ﹤0.01% | 1593 |
|
|
2014
Q3 | $573K | Buy |
26,094
+4,317
| +20% | +$94.8K | ﹤0.01% | 1676 |
|
|
2014
Q2 | $504K | Buy |
21,777
+1,786
| +9% | +$41.3K | ﹤0.01% | 1795 |
|
|
2014
Q1 | $481K | Sell |
19,991
-2,474
| -11% | -$59.5K | ﹤0.01% | 1769 |
|
|
2013
Q4 | $529K | Buy |
22,465
+1,471
| +7% | +$34.6K | ﹤0.01% | 1691 |
|
|
2013
Q3 | $453K | Buy |
20,994
+1,168
| +6% | +$25.2K | ﹤0.01% | 1724 |
|
|
2013
Q2 | $424K | Buy |
+19,826
| New | +$424K | ﹤0.01% | 1676 |
|