Patriot Financial Group Insurance Agency’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
6,427
| – | – | 0.02% | 490 |
|
|
2025
Q1 | $200K | Buy |
+6,427
| New | +$200K | 0.03% | 458 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$1K | – | 1323 |
|
|
2022
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 1918 |
|
|
2022
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 1955 |
|
|
2021
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 2052 |
|
|
2021
Q3 | $1K | Sell |
40
-185
| -82% | -$4.63K | ﹤0.01% | 2070 |
|
|
2021
Q2 | $4K | Hold |
225
| – | – | ﹤0.01% | 1713 |
|
|
2021
Q1 | $5K | Hold |
225
| – | – | ﹤0.01% | 1561 |
|
|
2020
Q4 | $4K | Hold |
225
| – | – | ﹤0.01% | 1488 |
|
|
2020
Q3 | $3K | Sell |
225
-400
| -64% | -$5.33K | ﹤0.01% | 1377 |
|
|
2020
Q2 | $9K | Sell |
625
-84
| -12% | -$1.21K | ﹤0.01% | 1005 |
|
|
2020
Q1 | $9K | Sell |
709
-1
| -0.1% | -$13 | ﹤0.01% | 891 |
|
|
2019
Q4 | $14K | Sell |
710
-38
| -5% | -$749 | 0.01% | 765 |
|
|
2019
Q3 | $14K | Sell |
748
-324
| -30% | -$6.06K | 0.01% | 734 |
|
|
2019
Q2 | $20K | Sell |
1,072
-198
| -16% | -$3.69K | 0.01% | 645 |
|
|
2019
Q1 | $21K | Sell |
1,270
-778
| -38% | -$12.9K | 0.01% | 546 |
|
|
2018
Q4 | $29K | Sell |
2,048
-100
| -5% | -$1.42K | 0.02% | 413 |
|
|
2018
Q3 | $38K | Buy |
2,148
+1,846
| +611% | +$32.7K | 0.02% | 352 |
|
|
2018
Q2 | $5K | Sell |
302
-1,448
| -83% | -$24K | 0.01% | 482 |
|
|
2018
Q1 | $32K | Buy |
1,750
+263
| +18% | +$4.81K | 0.02% | 384 |
|
|
2017
Q4 | $32K | Hold |
1,487
| – | – | 0.02% | 370 |
|
|
2017
Q3 | $30K | Buy |
1,487
+757
| +104% | +$15.3K | 0.03% | 334 |
|
|
2017
Q2 | $14K | Buy |
730
+400
| +121% | +$7.67K | 0.01% | 463 |
|
|
2017
Q1 | $6K | Hold |
330
| – | – | 0.01% | 591 |
|
|
2016
Q4 | $6K | Buy |
+330
| New | +$6K | 0.01% | 544 |
|