Steward Partners Investment Advisory’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 | $1.26M | Buy |
35,695
+568
| +2% | +$20.1K | 0.01% | 889 |
|
|
2025
Q1 | $1.2M | Buy |
35,127
+7,303
| +26% | +$249K | 0.01% | 843 |
|
|
2024
Q4 | $993K | Buy |
27,824
+17,429
| +168% | +$622K | 0.01% | 880 |
|
|
2024
Q3 | $345K | Buy |
10,395
+4,900
| +89% | +$162K | ﹤0.01% | 1274 |
|
|
2024
Q2 | $154K | Sell |
5,495
-582
| -10% | -$16.3K | ﹤0.01% | 1574 |
|
|
2024
Q1 | $180K | Sell |
6,077
-2,380
| -28% | -$70.4K | ﹤0.01% | 1482 |
|
|
2023
Q4 | $254K | Sell |
8,457
-851
| -9% | -$25.6K | ﹤0.01% | 1286 |
|
|
2023
Q3 | $244K | Sell |
9,308
-990
| -10% | -$26K | ﹤0.01% | 1197 |
|
|
2023
Q2 | $276K | Sell |
10,298
-60,346
| -85% | -$1.62M | ﹤0.01% | 1154 |
|
|
2023
Q1 | $2.16M | Sell |
70,644
-16,785
| -19% | -$513K | 0.03% | 449 |
|
|
2022
Q4 | $2.91M | Buy |
87,429
+7,485
| +9% | +$249K | 0.05% | 359 |
|
|
2022
Q3 | $2.52M | Buy |
79,944
+8,946
| +13% | +$282K | 0.05% | 366 |
|
|
2022
Q2 | $2.64M | Buy |
70,998
+9,044
| +15% | +$336K | 0.05% | 363 |
|
|
2022
Q1 | $2.49M | Buy |
61,954
+5,319
| +9% | +$214K | 0.04% | 414 |
|
|
2021
Q4 | $2.64M | Buy |
56,635
+198
| +0.4% | +$9.23K | 0.04% | 413 |
|
|
2021
Q3 | $2.4M | Buy |
56,437
+3,879
| +7% | +$165K | 0.04% | 404 |
|
|
2021
Q2 | $1.97M | Buy |
52,558
+300
| +0.6% | +$11.3K | 0.03% | 447 |
|
|
2021
Q1 | $2.01M | Buy |
52,258
+11,300
| +28% | +$434K | 0.04% | 427 |
|
|
2020
Q4 | $1.24M | Buy |
40,958
+5,160
| +14% | +$157K | 0.03% | 495 |
|
|
2020
Q3 | $767K | Buy |
35,798
+500
| +1% | +$10.7K | 0.02% | 555 |
|
|
2020
Q2 | $810K | Sell |
35,298
-1,825
| -5% | -$41.9K | 0.02% | 506 |
|
|
2020
Q1 | $680K | Sell |
37,123
-499
| -1% | -$9.14K | 0.02% | 488 |
|
|
2019
Q4 | $1.37M | Buy |
37,622
+13,158
| +54% | +$477K | 0.04% | 374 |
|
|
2019
Q3 | $787K | Buy |
24,464
+12,235
| +100% | +$394K | 0.03% | 469 |
|
|
2019
Q2 | $393K | Buy |
+12,229
| New | +$393K | 0.01% | 618 |
|
|
2018
Q4 | – | Sell |
-2,016
| Closed | -$75K | – | 938 |
|
|
2018
Q3 | $75K | Buy |
2,016
+391
| +24% | +$14.5K | ﹤0.01% | 1031 |
|
|
2018
Q2 | $60K | Hold |
1,625
| – | – | ﹤0.01% | 1025 |
|
|
2018
Q1 | $62K | Hold |
1,625
| – | – | ﹤0.01% | 925 |
|
|
2017
Q4 | $63K | Sell |
1,625
-1,190
| -42% | -$46.1K | ﹤0.01% | 754 |
|
|
2017
Q3 | $104K | Hold |
2,815
| – | – | 0.01% | 537 |
|
|
2017
Q2 | $101K | Buy |
2,815
+2,380
| +547% | +$85.4K | 0.01% | 494 |
|
|
2017
Q1 | $14K | Buy |
+435
| New | +$14K | ﹤0.01% | 847 |
|