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 |
|