SFG
Sovereign Financial Group’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Hold |
13,481
| – | – | 0.17% | 115 |
|
|
2025
Q1 | $772K | Buy |
13,481
+32
| +0.2% | +$1.83K | 0.18% | 108 |
|
|
2024
Q4 | $803K | Hold |
13,449
| – | – | 0.18% | 110 |
|
|
2024
Q3 | $810K | Sell |
13,449
-74
| -0.5% | -$4.46K | 0.19% | 104 |
|
|
2024
Q2 | $744K | Buy |
13,523
+101
| +0.8% | +$5.56K | 0.19% | 110 |
|
|
2024
Q1 | $770K | Buy |
13,422
+100
| +0.8% | +$5.74K | 0.2% | 99 |
|
|
2023
Q4 | $702K | Buy |
13,322
+74
| +0.6% | +$3.9K | 0.21% | 89 |
|
|
2023
Q3 | $627K | Buy |
13,248
+1
| +0% | +$47 | 0.22% | 94 |
|
|
2023
Q2 | $658K | Hold |
13,247
| – | – | 0.21% | 110 |
|
|
2023
Q1 | $634K | Buy |
13,247
+1
| +0% | +$48 | 0.24% | 105 |
|
|
2022
Q4 | $616K | Sell |
13,246
-227
| -2% | -$10.6K | 0.24% | 107 |
|
|
2022
Q3 | $574K | Hold |
13,473
| – | – | 0.23% | 99 |
|
|
2022
Q2 | $595K | Sell |
13,473
-114
| -0.8% | -$5.04K | 0.23% | 95 |
|
|
2022
Q1 | $714K | Hold |
13,587
| – | – | 0.26% | 93 |
|
|
2021
Q4 | $755K | Hold |
13,587
| – | – | 0.3% | 81 |
|
|
2021
Q3 | $702K | Buy |
13,587
+19
| +0.1% | +$982 | 0.4% | 58 |
|
|
2021
Q2 | $667K | Hold |
13,568
| – | – | 0.4% | 59 |
|
|
2021
Q1 | $667K | Buy |
13,568
+5,290
| +64% | +$260K | 0.42% | 57 |
|
|
2020
Q4 | $372K | Buy |
+8,278
| New | +$372K | 0.27% | 75 |
|