Stifel Financial’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 | $3.09M | Buy |
87,116
+1,341
| +2% | +$47.5K | ﹤0.01% | 1534 |
|
|
2025
Q1 | $2.93M | Buy |
85,775
+14,113
| +20% | +$481K | ﹤0.01% | 1491 |
|
|
2024
Q4 | $2.56M | Buy |
71,662
+15,744
| +28% | +$562K | ﹤0.01% | 1609 |
|
|
2024
Q3 | $1.85M | Sell |
55,918
-23,846
| -30% | -$791K | ﹤0.01% | 1824 |
|
|
2024
Q2 | $2.23M | Buy |
79,764
+171
| +0.2% | +$4.79K | ﹤0.01% | 1653 |
|
|
2024
Q1 | $2.35M | Buy |
79,593
+5,447
| +7% | +$161K | ﹤0.01% | 1601 |
|
|
2023
Q4 | $2.23M | Sell |
74,146
-6,887
| -8% | -$207K | ﹤0.01% | 1589 |
|
|
2023
Q3 | $2.13M | Sell |
81,033
-4,990
| -6% | -$131K | ﹤0.01% | 1552 |
|
|
2023
Q2 | $2.31M | Sell |
86,023
-4,920
| -5% | -$132K | ﹤0.01% | 1529 |
|
|
2023
Q1 | $2.78M | Buy |
90,943
+8,389
| +10% | +$256K | ﹤0.01% | 1364 |
|
|
2022
Q4 | $2.75M | Buy |
82,554
+8,244
| +11% | +$275K | ﹤0.01% | 1295 |
|
|
2022
Q3 | $2.35M | Buy |
74,310
+946
| +1% | +$29.9K | ﹤0.01% | 1360 |
|
|
2022
Q2 | $2.72M | Buy |
73,364
+14,952
| +26% | +$555K | ﹤0.01% | 1295 |
|
|
2022
Q1 | $2.35M | Buy |
58,412
+504
| +0.9% | +$20.3K | ﹤0.01% | 1504 |
|
|
2021
Q4 | $2.7M | Buy |
57,908
+19,621
| +51% | +$914K | ﹤0.01% | 1413 |
|
|
2021
Q3 | $1.63M | Sell |
38,287
-2,406
| -6% | -$102K | ﹤0.01% | 1723 |
|
|
2021
Q2 | $1.53M | Buy |
40,693
+1,056
| +3% | +$39.7K | ﹤0.01% | 1798 |
|
|
2021
Q1 | $1.52M | Sell |
39,637
-1,365
| -3% | -$52.5K | ﹤0.01% | 1693 |
|
|
2020
Q4 | $1.24M | Sell |
41,002
-5,019
| -11% | -$152K | ﹤0.01% | 1693 |
|
|
2020
Q3 | $986K | Sell |
46,021
-4,114
| -8% | -$88.1K | ﹤0.01% | 1642 |
|
|
2020
Q2 | $1.15M | Sell |
50,135
-3,884
| -7% | -$89.2K | ﹤0.01% | 1460 |
|
|
2020
Q1 | $996K | Buy |
54,019
+16,750
| +45% | +$309K | ﹤0.01% | 1442 |
|
|
2019
Q4 | $1.36M | Buy |
37,269
+27,056
| +265% | +$984K | ﹤0.01% | 1612 |
|
|
2019
Q3 | $328K | Sell |
10,213
-292
| -3% | -$9.38K | ﹤0.01% | 2400 |
|
|
2019
Q2 | $338K | Buy |
10,505
+3,036
| +41% | +$97.7K | ﹤0.01% | 2432 |
|
|
2019
Q1 | $239K | Sell |
7,469
-24,512
| -77% | -$784K | ﹤0.01% | 2501 |
|
|
2018
Q4 | $894K | Buy |
+31,981
| New | +$894K | ﹤0.01% | 1599 |
|
|
2015
Q2 | – | Sell |
-18,603
| Closed | -$435K | – | 2355 |
|
|
2015
Q1 | $435K | Sell |
18,603
-472
| -2% | -$11K | ﹤0.01% | 1690 |
|
|
2014
Q4 | $449K | Sell |
19,075
-18,026
| -49% | -$424K | ﹤0.01% | 1661 |
|
|
2014
Q3 | $824K | Sell |
37,101
-144
| -0.4% | -$3.2K | 0.01% | 1237 |
|
|
2014
Q2 | $862K | Buy |
37,245
+967
| +3% | +$22.4K | 0.01% | 1195 |
|
|
2014
Q1 | $873K | Buy |
+36,278
| New | +$873K | 0.01% | 1147 |
|