United Capital Financial Advisors’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 | $298K | Sell |
9,335
-380
| -4% | -$12.1K | ﹤0.01% | 918 |
|
|
2025
Q1 | $303K | Buy |
9,715
+34
| +0.4% | +$1.06K | ﹤0.01% | 877 |
|
|
2024
Q4 | $297K | Buy |
9,681
+90
| +0.9% | +$2.76K | ﹤0.01% | 875 |
|
|
2024
Q3 | $283K | Sell |
9,591
-105
| -1% | -$3.1K | ﹤0.01% | 897 |
|
|
2024
Q2 | $258K | Sell |
9,696
-15
| -0.2% | -$399 | ﹤0.01% | 895 |
|
|
2024
Q1 | $243K | Buy |
+9,711
| New | +$243K | ﹤0.01% | 946 |
|
|
2020
Q1 | – | Sell |
-21,739
| Closed | -$441K | – | 1290 |
|
|
2019
Q4 | $441K | Buy |
+21,739
| New | +$441K | ﹤0.01% | 1024 |
|
|
2019
Q3 | – | Sell |
-31,476
| Closed | -$572K | – | 1394 |
|
|
2019
Q2 | $572K | Buy |
31,476
+6,838
| +28% | +$124K | ﹤0.01% | 993 |
|
|
2019
Q1 | $417K | Buy |
24,638
+184
| +0.8% | +$3.11K | ﹤0.01% | 1025 |
|
|
2018
Q4 | $342K | Buy |
24,454
+6,730
| +38% | +$94.1K | ﹤0.01% | 1027 |
|
|
2018
Q3 | $317K | Sell |
17,724
-211
| -1% | -$3.77K | ﹤0.01% | 1084 |
|
|
2018
Q2 | $322K | Sell |
17,935
-1,750
| -9% | -$31.4K | ﹤0.01% | 1061 |
|
|
2018
Q1 | $366K | Buy |
19,685
+2,420
| +14% | +$45K | ﹤0.01% | 1030 |
|
|
2017
Q4 | $360K | Buy |
17,265
+1,129
| +7% | +$23.5K | ﹤0.01% | 1054 |
|
|
2017
Q3 | $327K | Sell |
16,136
-4,527
| -22% | -$91.7K | ﹤0.01% | 1085 |
|
|
2017
Q2 | $502K | Sell |
20,663
-3,235
| -14% | -$78.6K | ﹤0.01% | 921 |
|
|
2017
Q1 | $424K | Buy |
23,898
+2,500
| +12% | +$44.4K | ﹤0.01% | 950 |
|
|
2016
Q4 | $381K | Sell |
21,398
-3,282
| -13% | -$58.4K | ﹤0.01% | 991 |
|
|
2016
Q3 | $348K | Buy |
24,680
+2,215
| +10% | +$31.2K | ﹤0.01% | 1035 |
|
|
2016
Q2 | $315K | Sell |
22,465
-10,645
| -32% | -$149K | ﹤0.01% | 1023 |
|
|
2016
Q1 | $468K | Sell |
33,110
-23,318
| -41% | -$330K | 0.01% | 897 |
|
|
2015
Q4 | $845K | Sell |
56,428
-1,966
| -3% | -$29.4K | 0.01% | 736 |
|
|
2015
Q3 | $904K | Sell |
58,394
-4,808
| -8% | -$74.4K | 0.01% | 718 |
|
|
2015
Q2 | $1.18M | Sell |
63,202
-68,425
| -52% | -$1.27M | 0.01% | 696 |
|
|
2015
Q1 | $2.4M | Sell |
131,627
-9,395
| -7% | -$171K | 0.03% | 516 |
|
|
2014
Q4 | $2.69M | Buy |
141,022
+70,058
| +99% | +$1.34M | 0.04% | 393 |
|
|
2014
Q3 | $1.37M | Sell |
70,964
-1,834
| -3% | -$35.3K | 0.02% | 530 |
|
|
2014
Q2 | $1.45M | Sell |
72,798
-2,171
| -3% | -$43.1K | 0.03% | 478 |
|
|
2014
Q1 | $1.45M | Buy |
74,969
+56,449
| +305% | +$1.09M | 0.03% | 413 |
|
|
2013
Q4 | $365K | Sell |
18,520
-53,314
| -74% | -$1.05M | 0.01% | 488 |
|
|
2013
Q3 | $1.19M | Sell |
71,834
-6,511
| -8% | -$108K | 0.04% | 320 |
|
|
2013
Q2 | $1.26M | Buy |
+78,345
| New | +$1.26M | 0.03% | 375 |
|