Oppenheimer & Co’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
$1.05M Buy
29,522
+994
+3% +$35.2K 0.01% 826
2025
Q1
$973K Buy
28,528
+5,672
+25% +$193K 0.01% 826
2024
Q4
$816K Sell
22,856
-1,134
-5% -$40.5K 0.01% 882
2024
Q3
$796K Sell
23,990
-2,649
-10% -$87.8K 0.01% 864
2024
Q2
$746K Buy
26,639
+302
+1% +$8.46K 0.01% 867
2024
Q1
$779K Buy
26,337
+831
+3% +$24.6K 0.01% 836
2023
Q4
$767K Buy
25,506
+7,440
+41% +$224K 0.01% 811
2023
Q3
$474K Buy
18,066
+1,606
+10% +$42.2K 0.01% 962
2023
Q2
$441K Buy
16,460
+7,513
+84% +$201K 0.01% 1022
2023
Q1
$273K Buy
8,947
+827
+10% +$25.3K 0.01% 1154
2022
Q4
$270K Buy
8,120
+66
+0.8% +$2.2K 0.01% 1119
2022
Q3
$254K Sell
8,054
-3
-0% -$95 0.01% 1123
2022
Q2
$299K Buy
8,057
+215
+3% +$7.98K 0.01% 1112
2022
Q1
$315K Buy
7,842
+261
+3% +$10.5K 0.01% 1178
2021
Q4
$353K Buy
7,581
+46
+0.6% +$2.14K 0.01% 1156
2021
Q3
$320K Buy
7,535
+50
+0.7% +$2.12K 0.01% 1195
2021
Q2
$281K Buy
7,485
+56
+0.8% +$2.1K 0.01% 1271
2021
Q1
$286K Buy
+7,429
New +$286K 0.01% 1199
2014
Q1
Sell
-10,988
Closed -$259K 1411
2013
Q4
$259K Sell
10,988
-2,520
-19% -$59.4K 0.01% 1074
2013
Q3
$290K Buy
13,508
+1,932
+17% +$41.5K 0.01% 983
2013
Q2
$247K Buy
+11,576
New +$247K 0.01% 1012