Steward Partners Investment Advisory’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 | $29.1K | Hold |
1,821
| – | – | ﹤0.01% | 2751 |
|
2025
Q1 | $30.2K | Hold |
1,821
| – | – | ﹤0.01% | 2626 |
|
2024
Q4 | $30.3K | Hold |
1,821
| – | – | ﹤0.01% | 2584 |
|
2024
Q3 | $34.5K | Hold |
1,821
| – | – | ﹤0.01% | 2418 |
|
2024
Q2 | $30.4K | Hold |
1,821
| – | – | ﹤0.01% | 2333 |
|
2024
Q1 | $30.3K | Hold |
1,821
| – | – | ﹤0.01% | 2338 |
|
2023
Q4 | $28.7K | Hold |
1,821
| – | – | ﹤0.01% | 2224 |
|
2023
Q3 | $26.5K | Hold |
1,821
| – | – | ﹤0.01% | 2176 |
|
2023
Q2 | $27.7K | Hold |
1,821
| – | – | ﹤0.01% | 2132 |
|
2023
Q1 | $29.1K | Hold |
1,821
| – | – | ﹤0.01% | 2091 |
|
2022
Q4 | $29.2K | Buy |
1,821
+28
| +2% | +$449 | ﹤0.01% | 2065 |
|
2022
Q3 | $29K | Buy |
1,793
+38
| +2% | +$615 | ﹤0.01% | 2043 |
|
2022
Q2 | $31K | Buy |
1,755
+35
| +2% | +$618 | ﹤0.01% | 2016 |
|
2022
Q1 | $33K | Buy |
1,720
+34
| +2% | +$652 | ﹤0.01% | 2127 |
|
2021
Q4 | $35K | Buy |
1,686
+29
| +2% | +$602 | ﹤0.01% | 2066 |
|
2021
Q3 | $36K | Buy |
1,657
+254
| +18% | +$5.52K | ﹤0.01% | 2039 |
|
2021
Q2 | $30K | Sell |
1,403
-2,091
| -60% | -$44.7K | ﹤0.01% | 4216 |
|
2021
Q1 | $72.2K | Buy |
3,494
+2,141
| +158% | +$44.3K | ﹤0.01% | 1794 |
|
2020
Q4 | $27K | Sell |
1,353
-174
| -11% | -$3.47K | ﹤0.01% | 1953 |
|
2020
Q3 | $29K | Buy |
1,527
+25
| +2% | +$475 | ﹤0.01% | 1741 |
|
2020
Q2 | $29K | Buy |
1,502
+200
| +15% | +$3.86K | ﹤0.01% | 1628 |
|
2020
Q1 | $20K | Buy |
1,302
+428
| +49% | +$6.58K | ﹤0.01% | 1611 |
|
2019
Q4 | $19K | Buy |
874
+145
| +20% | +$3.15K | ﹤0.01% | 1784 |
|
2019
Q3 | $17K | Hold |
729
| – | – | ﹤0.01% | 1779 |
|
2019
Q2 | $16K | Buy |
+729
| New | +$16K | ﹤0.01% | 1786 |
|