Stephens Inc’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 | $457K | Buy |
12,889
+400
| +3% | +$14.2K | 0.01% | 866 |
|
|
2025
Q1 | $426K | Sell |
12,489
-500
| -4% | -$17.1K | 0.01% | 872 |
|
|
2024
Q4 | $464K | Sell |
12,989
-31,768
| -71% | -$1.13M | 0.01% | 867 |
|
|
2024
Q3 | $1.48M | Buy |
44,757
+33,233
| +288% | +$1.1M | 0.02% | 508 |
|
|
2024
Q2 | $323K | Buy |
11,524
+2,824
| +32% | +$79.1K | ﹤0.01% | 975 |
|
|
2024
Q1 | $257K | Sell |
8,700
-11,893
| -58% | -$352K | ﹤0.01% | 1061 |
|
|
2023
Q4 | $619K | Buy |
20,593
+10,368
| +101% | +$312K | 0.01% | 673 |
|
|
2023
Q3 | $269K | Sell |
10,225
-25,639
| -71% | -$673K | 0.01% | 938 |
|
|
2023
Q2 | $962K | Sell |
35,864
-11,489
| -24% | -$308K | 0.02% | 562 |
|
|
2023
Q1 | $1.45M | Buy |
47,353
+36,578
| +339% | +$1.12M | 0.03% | 463 |
|
|
2022
Q4 | $359K | Sell |
10,775
-38,367
| -78% | -$1.28M | 0.01% | 806 |
|
|
2022
Q3 | $1.55M | Buy |
49,142
+39,117
| +390% | +$1.23M | 0.03% | 419 |
|
|
2022
Q2 | $372K | Sell |
10,025
-100
| -1% | -$3.71K | 0.01% | 831 |
|
|
2022
Q1 | $407K | Sell |
10,125
-148
| -1% | -$5.95K | 0.01% | 894 |
|
|
2021
Q4 | $479K | Buy |
10,273
+400
| +4% | +$18.7K | 0.01% | 862 |
|
|
2021
Q3 | $420K | Buy |
9,873
+2,299
| +30% | +$97.8K | 0.01% | 935 |
|
|
2021
Q2 | $284K | Sell |
7,574
-36,562
| -83% | -$1.37M | ﹤0.01% | 1058 |
|
|
2021
Q1 | $1.7M | Buy |
44,136
+3,391
| +8% | +$130K | 0.03% | 484 |
|
|
2020
Q4 | $1.24M | Buy |
40,745
+11,034
| +37% | +$335K | 0.02% | 545 |
|
|
2020
Q3 | $637K | Buy |
+29,711
| New | +$637K | 0.01% | 669 |
|
|
2017
Q4 | – | Sell |
-19,183
| Closed | -$715K | – | 691 |
|
|
2017
Q3 | $715K | Buy |
+19,183
| New | +$715K | 0.03% | 432 |
|