Sowell Financial Services’s John Hancock Preferred Income Fund HPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Hold |
10,900
| – | – | 0.01% | 981 |
|
|
2025
Q1 | $181K | Buy |
+10,900
| New | +$181K | 0.01% | 939 |
|
|
2024
Q4 | – | Sell |
-10,900
| Closed | -$207K | – | 543 |
|
|
2024
Q3 | $207K | Buy |
+10,900
| New | +$207K | 0.01% | 527 |
|
|
2023
Q4 | – | Sell |
-15,900
| Closed | -$232K | – | 554 |
|
|
2023
Q3 | $232K | Sell |
15,900
-167
| -1% | -$2.44K | 0.01% | 487 |
|
|
2023
Q2 | $245K | Hold |
16,067
| – | – | 0.01% | 530 |
|
|
2023
Q1 | $257K | Sell |
16,067
-50
| -0.3% | -$800 | 0.02% | 616 |
|
|
2022
Q4 | $261K | Buy |
16,117
+50
| +0.3% | +$810 | 0.02% | 498 |
|
|
2022
Q3 | $257K | Hold |
16,067
| – | – | 0.03% | 381 |
|
|
2022
Q2 | $281K | Buy |
+16,067
| New | +$281K | 0.03% | 262 |
|
|
2022
Q1 | – | Sell |
-15,900
| Closed | -$330K | – | 301 |
|
|
2021
Q4 | $330K | Hold |
15,900
| – | – | 0.02% | 475 |
|
|
2021
Q3 | $342K | Hold |
15,900
| – | – | 0.02% | 438 |
|
|
2021
Q2 | $343K | Hold |
15,900
| – | – | 0.02% | 461 |
|
|
2021
Q1 | $330K | Buy |
+15,900
| New | +$330K | 0.01% | 803 |
|