Steward Partners Investment Advisory’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $492K | Sell |
15,409
-1,115
| -7% | -$35.6K | ﹤0.01% | 1308 |
|
2025
Q1 | $515K | Sell |
16,524
-424
| -3% | -$13.2K | ﹤0.01% | 1208 |
|
2024
Q4 | $520K | Buy |
16,948
+607
| +4% | +$18.6K | ﹤0.01% | 1139 |
|
2024
Q3 | $483K | Sell |
16,341
-464
| -3% | -$13.7K | ﹤0.01% | 1122 |
|
2024
Q2 | $447K | Buy |
16,805
+398
| +2% | +$10.6K | ﹤0.01% | 1105 |
|
2024
Q1 | $410K | Sell |
16,407
-1,474
| -8% | -$36.8K | ﹤0.01% | 1141 |
|
2023
Q4 | $395K | Sell |
17,881
-115
| -0.6% | -$2.54K | 0.01% | 1100 |
|
2023
Q3 | $329K | Sell |
17,996
-3,845
| -18% | -$70.3K | 0.01% | 1090 |
|
2023
Q2 | $413K | Sell |
21,841
-3,442
| -14% | -$65.1K | 0.01% | 1000 |
|
2023
Q1 | $464K | Buy |
25,283
+2,316
| +10% | +$42.5K | 0.01% | 956 |
|
2022
Q4 | $410K | Buy |
22,967
+1,049
| +5% | +$18.7K | 0.01% | 981 |
|
2022
Q3 | $343K | Buy |
21,918
+2,993
| +16% | +$46.8K | 0.01% | 990 |
|
2022
Q2 | $328K | Sell |
18,925
-56
| -0.3% | -$971 | 0.01% | 1002 |
|
2022
Q1 | $405K | Buy |
18,981
+473
| +3% | +$10.1K | 0.01% | 1007 |
|
2021
Q4 | $353K | Sell |
18,508
-967
| -5% | -$18.4K | 0.01% | 1078 |
|
2021
Q3 | $374K | Buy |
19,475
+1,547
| +9% | +$29.7K | 0.01% | 1020 |
|
2021
Q2 | $353K | Buy |
17,928
+6,657
| +59% | +$131K | 0.01% | 1097 |
|
2021
Q1 | $243K | Buy |
11,271
+463
| +4% | +$9.96K | ﹤0.01% | 1210 |
|
2020
Q4 | $192K | Buy |
10,808
+3,687
| +52% | +$65.5K | ﹤0.01% | 1091 |
|
2020
Q3 | $99K | Buy |
7,121
+239
| +3% | +$3.32K | ﹤0.01% | 1228 |
|
2020
Q2 | $94K | Sell |
6,882
-591
| -8% | -$8.07K | ﹤0.01% | 1179 |
|
2020
Q1 | $93K | Buy |
7,473
+290
| +4% | +$3.61K | ﹤0.01% | 1017 |
|
2019
Q4 | $145K | Buy |
7,183
+312
| +5% | +$6.3K | ﹤0.01% | 986 |
|
2019
Q3 | $126K | Sell |
6,871
-778
| -10% | -$14.3K | ﹤0.01% | 999 |
|
2019
Q2 | $138K | Buy |
+7,649
| New | +$138K | 0.01% | 931 |
|
2018
Q4 | – | Sell |
-7,647
| Closed | -$137K | – | 1581 |
|
2018
Q3 | $137K | Buy |
7,647
+73
| +1% | +$1.31K | 0.01% | 823 |
|
2018
Q2 | $136K | Buy |
7,574
+1,068
| +16% | +$19.2K | 0.01% | 757 |
|
2018
Q1 | $120K | Buy |
+6,506
| New | +$120K | 0.01% | 730 |
|