Shaker Financial Services’s John Hancock Investors Trust JHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
183,223
+36,824
| +25% | +$510K | 0.92% | 38 |
|
|
2025
Q1 | $1.99M | Buy |
146,399
+41,285
| +39% | +$560K | 0.77% | 42 |
|
|
2024
Q4 | $1.44M | Sell |
105,114
-33,356
| -24% | -$456K | 0.55% | 60 |
|
|
2024
Q3 | $1.95M | Sell |
138,470
-65,019
| -32% | -$914K | 0.73% | 45 |
|
|
2024
Q2 | $2.71M | Sell |
203,489
-16,731
| -8% | -$223K | 1.09% | 32 |
|
|
2024
Q1 | $2.9M | Buy |
220,220
+25,739
| +13% | +$339K | 1.12% | 29 |
|
|
2023
Q4 | $2.52M | Buy |
194,481
+43,927
| +29% | +$568K | 1.03% | 36 |
|
|
2023
Q3 | $1.83M | Buy |
150,554
+5,609
| +4% | +$68.1K | 0.85% | 39 |
|
|
2023
Q2 | $1.83M | Buy |
144,945
+6,862
| +5% | +$86.7K | 0.8% | 44 |
|
|
2023
Q1 | $1.75M | Buy |
138,083
+80,578
| +140% | +$1.02M | 0.77% | 47 |
|
|
2022
Q4 | $721K | Buy |
+57,505
| New | +$721K | 0.34% | 88 |
|
|
2021
Q4 | – | Sell |
-13,302
| Closed | -$248K | – | 171 |
|
|
2021
Q3 | $248K | Sell |
13,302
-3,109
| -19% | -$58K | 0.1% | 127 |
|
|
2021
Q2 | $309K | Sell |
16,411
-15,335
| -48% | -$289K | 0.11% | 134 |
|
|
2021
Q1 | $571K | Sell |
31,746
-8,810
| -22% | -$158K | 0.23% | 117 |
|
|
2020
Q4 | $700K | Buy |
40,556
+12,218
| +43% | +$211K | 0.29% | 101 |
|
|
2020
Q3 | $449K | Sell |
28,338
-51,233
| -64% | -$812K | 0.24% | 107 |
|
|
2020
Q2 | $1.23M | Sell |
79,571
-51,477
| -39% | -$798K | 0.68% | 51 |
|
|
2020
Q1 | $1.65M | Sell |
131,048
-3,189
| -2% | -$40.1K | 1.11% | 23 |
|
|
2019
Q4 | $2.38M | Buy |
134,237
+22,040
| +20% | +$391K | 1.1% | 25 |
|
|
2019
Q3 | $1.91M | Sell |
112,197
-69,685
| -38% | -$1.19M | 0.97% | 27 |
|
|
2019
Q2 | $2.98M | Sell |
181,882
-16,472
| -8% | -$270K | 1.55% | 23 |
|
|
2019
Q1 | $3.13M | Buy |
198,354
+147,879
| +293% | +$2.33M | 1.58% | 19 |
|
|
2018
Q4 | $713K | Sell |
50,475
-19,559
| -28% | -$276K | 0.4% | 68 |
|
|
2018
Q3 | $1.13M | Sell |
70,034
-6,871
| -9% | -$111K | 0.54% | 55 |
|
|
2018
Q2 | $1.23M | Buy |
76,905
+46,020
| +149% | +$734K | 0.6% | 51 |
|
|
2018
Q1 | $513K | Sell |
30,885
-4,824
| -14% | -$80.1K | 0.25% | 85 |
|
|
2017
Q4 | $625K | Buy |
+35,709
| New | +$625K | 0.3% | 82 |
|
|
2016
Q4 | – | Sell |
-14,494
| Closed | -$242K | – | 126 |
|
|
2016
Q3 | $242K | Buy |
+14,494
| New | +$242K | 0.16% | 95 |
|
|
2016
Q1 | – | Sell |
-33,359
| Closed | -$480K | – | 104 |
|
|
2015
Q4 | $480K | Buy |
33,359
+3,571
| +12% | +$51.4K | 0.33% | 72 |
|
|
2015
Q3 | $435K | Sell |
29,788
-46,534
| -61% | -$680K | 0.33% | 76 |
|
|
2015
Q2 | $1.22M | Buy |
76,322
+63,841
| +512% | +$1.02M | 0.76% | 47 |
|
|
2015
Q1 | $219K | Sell |
12,481
-5,303
| -30% | -$93.1K | 0.14% | 111 |
|
|
2014
Q4 | $315K | Buy |
+17,784
| New | +$315K | 0.2% | 103 |
|