Peapack-Gladstone Financial Corp’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 | $529K | Hold |
14,945
| – | – | 0.01% | 472 |
|
|
2025
Q1 | $510K | Sell |
14,945
-2,005
| -12% | -$68.4K | 0.01% | 477 |
|
|
2024
Q4 | $605K | Sell |
16,950
-113
| -0.7% | -$4.03K | 0.01% | 450 |
|
|
2024
Q3 | $566K | Hold |
17,063
| – | – | 0.01% | 472 |
|
|
2024
Q2 | $478K | Hold |
17,063
| – | – | 0.01% | 484 |
|
|
2024
Q1 | $505K | Sell |
17,063
-2,452
| -13% | -$72.6K | 0.01% | 481 |
|
|
2023
Q4 | $587K | Sell |
19,515
-1,477
| -7% | -$44.4K | 0.01% | 456 |
|
|
2023
Q3 | $551K | Sell |
20,992
-366
| -2% | -$9.61K | 0.01% | 459 |
|
|
2023
Q2 | $573K | Sell |
21,358
-1
| -0% | -$27 | 0.01% | 459 |
|
|
2023
Q1 | $652K | Hold |
21,359
| – | – | 0.01% | 430 |
|
|
2022
Q4 | $711K | Hold |
21,359
| – | – | 0.01% | 416 |
|
|
2022
Q3 | $674K | Sell |
21,359
-79
| -0.4% | -$2.49K | 0.01% | 415 |
|
|
2022
Q2 | $796K | Hold |
21,438
| – | – | 0.02% | 384 |
|
|
2022
Q1 | $862K | Sell |
21,438
-232
| -1% | -$9.33K | 0.02% | 390 |
|
|
2021
Q4 | $1.01M | Sell |
21,670
-250
| -1% | -$11.7K | 0.02% | 385 |
|
|
2021
Q3 | $932K | Sell |
21,920
-131
| -0.6% | -$5.57K | 0.02% | 377 |
|
|
2021
Q2 | $828K | Sell |
22,051
-761
| -3% | -$28.6K | 0.02% | 370 |
|
|
2021
Q1 | $877K | Buy |
+22,812
| New | +$877K | 0.02% | 340 |
|