Morgan Stanley’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Morgan Stanley’s Portfolio BTO Stock Details BTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$43.5M	Sell	1,228,139 -24,154	-2%	-$856K	﹤0.01%	2053
2025 Q1	$42.7M	Sell	1,252,293 -37,954	-3%	-$1.29M	﹤0.01%	1952
2024 Q4	$46M	Buy	1,290,247 +12,801	+1%	+$457K	﹤0.01%	1902
2024 Q3	$42.4M	Buy	1,277,446 +12,539	+1%	+$416K	﹤0.01%	1989
2024 Q2	$35.4M	Sell	1,264,907 -71,603	-5%	-$2.01M	﹤0.01%	2075
2024 Q1	$39.5M	Sell	1,336,510 -1,354,524	-50%	-$40.1M	﹤0.01%	1973
2023 Q4	$80.9M	Buy	2,691,034 +1,388,726	+107%	+$41.8M	﹤0.01%	1949
2023 Q3	$34.2M	Sell	1,302,308 -22,084	-2%	-$580K	﹤0.01%	1917
2023 Q2	$35.5M	Sell	1,324,392 -193,335	-13%	-$5.19M	﹤0.01%	1903
2023 Q1	$46.4M	Sell	1,517,727 -88,918	-6%	-$2.72M	0.01%	1607
2022 Q4	$53.5M	Sell	1,606,645 -112,808	-7%	-$3.76M	0.01%	1442
2022 Q3	$54.3M	Buy	1,719,453 +58,715	+4%	+$1.85M	0.01%	1262
2022 Q2	$61.7M	Buy	1,660,738 +23,959	+1%	+$890K	0.01%	1233
2022 Q1	$65.8M	Buy	1,636,779 +28,649	+2%	+$1.15M	0.01%	1115
2021 Q4	$74.9M	Buy	1,608,130 +44,963	+3%	+$2.09M	0.01%	1074
2021 Q3	$66.5M	Buy	1,563,167 +22,524	+1%	+$958K	0.01%	1102
2021 Q2	$57.8M	Buy	1,540,643 +74,894	+5%	+$2.81M	0.01%	1208
2021 Q1	$56.3M	Buy	1,465,749 +62,835	+4%	+$2.42M	0.01%	1092
2020 Q4	$42.6M	Buy	1,402,914 +17,444	+1%	+$529K	0.01%	1203
2020 Q3	$29.7M	Sell	1,385,470 -7,866	-0.6%	-$169K	0.01%	1202
2020 Q2	$32M	Buy	1,393,336 +82,832	+6%	+$1.9M	0.01%	1098
2020 Q1	$24M	Sell	1,310,504 -32,188	-2%	-$590K	0.01%	1152
2019 Q4	$48.7M	Buy	1,342,692 +5,428	+0.4%	+$197K	0.01%	947
2019 Q3	$43M	Sell	1,337,264 -40,412	-3%	-$1.3M	0.01%	942
2019 Q2	$44.4M	Sell	1,377,676 -75,929	-5%	-$2.44M	0.01%	918
2019 Q1	$46.4M	Buy	1,453,605 +34,041	+2%	+$1.09M	0.01%	884
2018 Q4	$39.6M	Sell	1,419,564 -102,098	-7%	-$2.85M	0.01%	947
2018 Q3	$56.3M	Sell	1,521,662 -5,218	-0.3%	-$193K	0.01%	890
2018 Q2	$56.8M	Sell	1,526,880 -33,852	-2%	-$1.26M	0.02%	844
2018 Q1	$59.9M	Buy	1,560,732 +30,033	+2%	+$1.15M	0.02%	820
2017 Q4	$60.2M	Sell	1,530,699 -6,656	-0.4%	-$262K	0.02%	823
2017 Q3	$57.3M	Buy	1,537,355 +44,002	+3%	+$1.64M	0.02%	825
2017 Q2	$53.8M	Buy	1,493,353 +121,346	+9%	+$4.37M	0.02%	862
2017 Q1	$46.6M	Sell	1,372,007 -31,667	-2%	-$1.08M	0.01%	955
2016 Q4	$50.9M	Buy	1,403,674 +107,817	+8%	+$3.91M	0.02%	867
2016 Q3	$36M	Buy	1,295,857 +95,976	+8%	+$2.66M	0.01%	1047
2016 Q2	$30.8M	Buy	1,199,881 +5,300	+0.4%	+$136K	0.01%	1101
2016 Q1	$29M	Sell	1,194,581 -336,981	-22%	-$8.19M	0.01%	1080
2015 Q4	$42.9M	Buy	1,531,562 +50,840	+3%	+$1.43M	0.02%	877
2015 Q3	$37.5M	Buy	1,480,722 +125,093	+9%	+$3.16M	0.01%	961
2015 Q2	$36.9M	Buy	1,355,629 +340,966	+34%	+$9.27M	0.01%	1043
2015 Q1	$23.7M	Buy	1,014,663 +72,673	+8%	+$1.7M	0.01%	1322
2014 Q4	$22.2M	Sell	941,990 -45,600	-5%	-$1.07M	0.01%	1403
2014 Q3	$21.9M	Buy	987,590 +56,876	+6%	+$1.26M	0.01%	1363
2014 Q2	$21.5M	Buy	930,714 +49,725	+6%	+$1.15M	0.01%	1371
2014 Q1	$21.2M	Buy	880,989 +109,176	+14%	+$2.63M	0.01%	1321
2013 Q4	$18.2M	Buy	771,813 +9,271	+1%	+$218K	0.01%	1424
2013 Q3	$16.4M	Buy	762,542 +68,615	+10%	+$1.47M	0.01%	1384
2013 Q2	$14.8M	Buy	+693,927	New	+$14.8M	0.01%	1397