Plante Moran Financial Advisors’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 | $234K | Buy |
7,323
+662
| +10% | +$21.2K | 0.02% | 147 |
|
|
2025
Q1 | $207K | Sell |
6,661
-1,090
| -14% | -$34K | 0.02% | 167 |
|
|
2024
Q4 | $238K | Hold |
7,751
| – | – | 0.02% | 156 |
|
|
2024
Q3 | $229K | Buy |
7,751
+6,797
| +712% | +$201K | 0.02% | 165 |
|
|
2024
Q2 | $25.4K | Hold |
954
| – | – | ﹤0.01% | 438 |
|
|
2024
Q1 | $23.8K | Sell |
954
-480
| -33% | -$12K | ﹤0.01% | 477 |
|
|
2023
Q4 | $31.7K | Buy |
1,434
+480
| +50% | +$10.6K | ﹤0.01% | 383 |
|
|
2023
Q3 | $17.4K | Hold |
954
| – | – | ﹤0.01% | 451 |
|
|
2023
Q2 | $18K | Hold |
954
| – | – | ﹤0.01% | 467 |
|
|
2023
Q1 | $17.5K | Hold |
954
| – | – | ﹤0.01% | 475 |
|
|
2022
Q4 | $17K | Hold |
954
| – | – | ﹤0.01% | 498 |
|
|
2022
Q3 | $15K | Hold |
954
| – | – | ﹤0.01% | 518 |
|
|
2022
Q2 | $17K | Hold |
954
| – | – | ﹤0.01% | 499 |
|
|
2022
Q1 | $20K | Hold |
954
| – | – | ﹤0.01% | 499 |
|
|
2021
Q4 | $18K | Hold |
954
| – | – | ﹤0.01% | 585 |
|
|
2021
Q3 | $18K | Hold |
954
| – | – | ﹤0.01% | 587 |
|
|
2021
Q2 | $19K | Sell |
954
-778
| -45% | -$15.5K | ﹤0.01% | 567 |
|
|
2021
Q1 | $37K | Hold |
1,732
| – | – | 0.01% | 421 |
|
|
2020
Q4 | $31K | Hold |
1,732
| – | – | 0.01% | 438 |
|
|
2020
Q3 | $24K | Hold |
1,732
| – | – | 0.01% | 458 |
|
|
2020
Q2 | $24K | Hold |
1,732
| – | – | 0.01% | 396 |
|
|
2020
Q1 | $22K | Hold |
1,732
| – | – | 0.01% | 370 |
|
|
2019
Q4 | $35K | Hold |
1,732
| – | – | 0.01% | 373 |
|
|
2019
Q3 | $32K | Hold |
1,732
| – | – | 0.01% | 409 |
|
|
2019
Q2 | $31K | Hold |
1,732
| – | – | 0.01% | 421 |
|
|
2019
Q1 | $29K | Hold |
1,732
| – | – | 0.01% | 421 |
|
|
2018
Q4 | $25K | Hold |
1,732
| – | – | 0.01% | 401 |
|
|
2018
Q3 | $31K | Hold |
1,732
| – | – | 0.01% | 375 |
|
|
2018
Q2 | $31K | Sell |
1,732
-2,152
| -55% | -$38.5K | 0.02% | 413 |
|
|
2018
Q1 | $72K | Sell |
3,884
-101
| -3% | -$1.87K | 0.04% | 281 |
|
|
2017
Q4 | $83K | Sell |
3,985
-47
| -1% | -$979 | 0.05% | 258 |
|
|
2017
Q3 | $82K | Hold |
4,032
| – | – | 0.05% | 233 |
|
|
2017
Q2 | $76K | Buy |
4,032
+615
| +18% | +$11.6K | 0.05% | 249 |
|
|
2017
Q1 | $61K | Buy |
3,417
+1,143
| +50% | +$20.4K | 0.04% | 283 |
|
|
2016
Q4 | $41K | Hold |
2,274
| – | – | 0.03% | 361 |
|
|
2016
Q3 | $32K | Hold |
2,274
| – | – | 0.02% | 398 |
|
|
2016
Q2 | $31K | Hold |
2,274
| – | – | 0.02% | 357 |
|
|
2016
Q1 | $32K | Hold |
2,274
| – | – | 0.02% | 323 |
|
|
2015
Q4 | $34K | Hold |
2,274
| – | – | 0.03% | 360 |
|
|
2015
Q3 | $35K | Hold |
2,274
| – | – | 0.03% | 314 |
|
|
2015
Q2 | $42K | Sell |
2,274
-720
| -24% | -$13.3K | 0.03% | 321 |
|
|
2015
Q1 | $51K | Sell |
2,994
-282
| -9% | -$4.8K | 0.04% | 280 |
|
|
2014
Q4 | $63K | Hold |
3,276
| – | – | 0.05% | 243 |
|
|
2014
Q3 | $63K | Hold |
3,276
| – | – | 0.06% | 222 |
|
|
2014
Q2 | $65K | Hold |
3,276
| – | – | 0.06% | 194 |
|
|
2014
Q1 | $63K | Sell |
3,276
-265
| -7% | -$5.1K | 0.07% | 149 |
|
|
2013
Q4 | $70K | Sell |
3,541
-2,425
| -41% | -$47.9K | 0.04% | 187 |
|
|
2013
Q3 | $99K | Buy |
5,966
+2,425
| +68% | +$40.2K | 0.06% | 113 |
|
|
2013
Q2 | $57K | Buy |
+3,541
| New | +$57K | 0.04% | 157 |
|