UBS Group’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.6M | Sell |
44,541
-3,125
| -7% | -$113K | ﹤0.01% | 5169 |
|
|
2025
Q4 | $1.67M | Buy |
47,666
+927
| +2% | +$32.1K | ﹤0.01% | 5126 |
|
|
2025
Q3 | $1.68M | Buy |
46,739
+61
| +0.1% | +$2.21K | ﹤0.01% | 5126 |
|
|
2025
Q2 | $1.65M | Buy |
46,678
+4,651
| +11% | +$153K | ﹤0.01% | 5006 |
|
|
2025
Q1 | $1.43M | Buy |
42,027
+77
| +0.2% | +$2.73K | ﹤0.01% | 4986 |
|
|
2024
Q4 | $1.5M | Buy |
41,950
+430
| +1% | +$15.4K | ﹤0.01% | 4986 |
|
|
2024
Q3 | $1.38M | Sell |
41,520
-6,096
| -13% | -$193K | ﹤0.01% | 4343 |
|
|
2024
Q2 | $1.33M | Buy |
47,616
+11,240
| +31% | +$313K | ﹤0.01% | 4147 |
|
|
2024
Q1 | $1.08M | Sell |
36,376
-922
| -2% | -$26.9K | ﹤0.01% | 4545 |
|
|
2023
Q4 | $1.12M | Buy |
37,298
+7,672
| +26% | +$208K | ﹤0.01% | 4401 |
|
|
2023
Q3 | $778K | Sell |
29,626
-625
| -2% | -$17.3K | ﹤0.01% | 4304 |
|
|
2023
Q2 | $811K | Buy |
30,251
+7,155
| +31% | +$193K | ﹤0.01% | 4425 |
|
|
2023
Q1 | $705K | Buy |
23,096
+1,234
| +6% | +$42.2K | ﹤0.01% | 4417 |
|
|
2022
Q4 | $728K | Sell |
21,862
-192
| -0.9% | -$6.51K | ﹤0.01% | 4360 |
|
|
2022
Q3 | $696K | Sell |
22,054
-5,526
| -20% | -$201K | ﹤0.01% | 4055 |
|
|
2022
Q2 | $1.02M | Sell |
27,580
-2,644
| -9% | -$97.4K | ﹤0.01% | 3725 |
|
|
2022
Q1 | $1.22M | Sell |
30,224
-2,234
| -7% | -$99.3K | ﹤0.01% | 3903 |
|
|
2021
Q4 | $1.51M | Sell |
32,458
-2,780
| -8% | -$122K | ﹤0.01% | 4007 |
|
|
2021
Q3 | $1.5M | Sell |
35,238
-11,531
| -25% | -$466K | ﹤0.01% | 3834 |
|
|
2021
Q2 | $1.76M | Buy |
46,769
+1,430
| +3% | +$56.6K | ﹤0.01% | 3697 |
|
|
2021
Q1 | $1.74M | Sell |
45,339
-5,407
| -11% | -$189K | ﹤0.01% | 3700 |
|
|
2020
Q4 | $1.54M | Sell |
50,746
-3,379
| -6% | -$88.6K | ﹤0.01% | 3639 |
|
|
2020
Q3 | $1.16M | Sell |
54,125
-4,795
| -8% | -$105K | ﹤0.01% | 3533 |
|
|
2020
Q2 | $1.35M | Sell |
58,920
-5,465
| -8% | -$118K | ﹤0.01% | 3245 |
|
|
2020
Q1 | $1.18M | Sell |
64,385
-8,700
| -12% | -$258K | ﹤0.01% | 3217 |
|
|
2019
Q4 | $2.65M | Sell |
73,085
-17,742
| -20% | -$606K | ﹤0.01% | 3261 |
|
|
2019
Q3 | $2.92M | Sell |
90,827
-8,806
| -9% | -$279K | ﹤0.01% | 2915 |
|
|
2019
Q2 | $3.21M | Sell |
99,633
-28,106
| -22% | -$915K | ﹤0.01% | 2714 |
|
|
2019
Q1 | $4.08M | Buy |
127,739
+37,407
| +41% | +$1.24M | ﹤0.01% | 2375 |
|
|
2018
Q4 | $2.52M | Sell |
90,332
-16,410
| -15% | -$551K | ﹤0.01% | 2810 |
|
|
2018
Q3 | $3.95M | Sell |
106,742
-1,125
| -1% | -$43K | ﹤0.01% | 2573 |
|
|
2018
Q2 | $4.01M | Buy |
107,867
+7,699
| +8% | +$298K | ﹤0.01% | 2534 |
|
|
2018
Q1 | $3.84M | Buy |
100,168
+12,184
| +14% | +$479K | ﹤0.01% | 2555 |
|
|
2017
Q4 | $3.46M | Buy |
87,984
+21,422
| +32% | +$800K | ﹤0.01% | 2705 |
|
|
2017
Q3 | $2.48M | Buy |
66,562
+4,755
| +8% | +$165K | ﹤0.01% | 2929 |
|
|
2017
Q2 | $2.23M | Sell |
61,807
-2,991
| -5% | -$104K | ﹤0.01% | 2921 |
|
|
2017
Q1 | $2.2M | Sell |
64,798
-5,001
| -7% | -$179K | ﹤0.01% | 2866 |
|
|
2016
Q4 | $2.53M | Buy |
69,799
+3,481
| +5% | +$110K | ﹤0.01% | 2701 |
|
|
2016
Q3 | $1.84M | Buy |
66,318
+13,191
| +25% | +$358K | ﹤0.01% | 2916 |
|
|
2016
Q2 | $1.36M | Sell |
53,127
-5,695
| -10% | -$144K | ﹤0.01% | 3110 |
|
|
2016
Q1 | $1.43M | Sell |
58,822
-109
| -0.2% | -$2.52K | ﹤0.01% | 2966 |
|
|
2015
Q4 | $1.65M | Buy |
58,931
+4,997
| +9% | +$136K | ﹤0.01% | 2983 |
|
|
2015
Q3 | $1.36M | Sell |
53,934
-2,246
| -4% | -$60.7K | ﹤0.01% | 3083 |
|
|
2015
Q2 | $1.53M | Sell |
56,180
-2,704
| -5% | -$67.4K | ﹤0.01% | 3235 |
|
|
2015
Q1 | $1.38M | Buy |
58,884
+4,936
| +9% | +$112K | ﹤0.01% | 3276 |
|
|
2014
Q4 | $1.27M | Buy |
+53,948
| New | +$1.23M | ﹤0.01% | 3377 |
|
Other funds holding BTO
ZCP
FC
NSAM