Wells Fargo’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 | $21M | Buy |
592,393
+3,738
| +0.6% | +$132K | ﹤0.01% | 1255 |
|
|
2025
Q1 | $20.1M | Buy |
588,655
+11,230
| +2% | +$383K | ﹤0.01% | 1219 |
|
|
2024
Q4 | $20.6M | Sell |
577,425
-19,016
| -3% | -$679K | ﹤0.01% | 1189 |
|
|
2024
Q3 | $19.8M | Buy |
596,441
+5,656
| +1% | +$188K | ﹤0.01% | 1194 |
|
|
2024
Q2 | $16.5M | Buy |
590,785
+15,173
| +3% | +$425K | ﹤0.01% | 1254 |
|
|
2024
Q1 | $17M | Sell |
575,612
-13,989
| -2% | -$414K | ﹤0.01% | 1226 |
|
|
2023
Q4 | $17.7M | Hold |
589,601
| – | – | ﹤0.01% | 1163 |
|
|
2023
Q3 | $15.5M | Buy |
589,601
+57,587
| +11% | +$1.51M | ﹤0.01% | 1186 |
|
|
2023
Q2 | $14.3M | Buy |
532,014
+75,532
| +17% | +$2.03M | ﹤0.01% | 1281 |
|
|
2023
Q1 | $13.9M | Buy |
456,482
+87,251
| +24% | +$2.66M | ﹤0.01% | 1289 |
|
|
2022
Q4 | $12.3M | Buy |
369,231
+22,494
| +6% | +$749K | ﹤0.01% | 1344 |
|
|
2022
Q3 | $10.9M | Buy |
346,737
+3,261
| +0.9% | +$103K | ﹤0.01% | 1401 |
|
|
2022
Q2 | $12.8M | Sell |
343,476
-14,755
| -4% | -$548K | ﹤0.01% | 1344 |
|
|
2022
Q1 | $14.4M | Buy |
358,231
+72,612
| +25% | +$2.92M | ﹤0.01% | 1484 |
|
|
2021
Q4 | $13.3M | Sell |
285,619
-12,295
| -4% | -$573K | ﹤0.01% | 1553 |
|
|
2021
Q3 | $12.7M | Buy |
297,914
+8,279
| +3% | +$352K | ﹤0.01% | 1951 |
|
|
2021
Q2 | $10.9M | Buy |
289,635
+33,474
| +13% | +$1.26M | ﹤0.01% | 2090 |
|
|
2021
Q1 | $9.85M | Buy |
256,161
+24,241
| +10% | +$932K | ﹤0.01% | 2120 |
|
|
2020
Q4 | $7.04M | Sell |
231,920
-6,176
| -3% | -$187K | ﹤0.01% | 2395 |
|
|
2020
Q3 | $5.1M | Sell |
238,096
-34,504
| -13% | -$739K | ﹤0.01% | 2462 |
|
|
2020
Q2 | $6.26M | Sell |
272,600
-69,849
| -20% | -$1.6M | ﹤0.01% | 2236 |
|
|
2020
Q1 | $6.28M | Sell |
342,449
-50,919
| -13% | -$934K | ﹤0.01% | 2028 |
|
|
2019
Q4 | $14.3M | Buy |
393,368
+13,054
| +3% | +$474K | ﹤0.01% | 1682 |
|
|
2019
Q3 | $12.2M | Buy |
380,314
+48,809
| +15% | +$1.57M | ﹤0.01% | 1788 |
|
|
2019
Q2 | $10.7M | Buy |
331,505
+114,269
| +53% | +$3.68M | ﹤0.01% | 1909 |
|
|
2019
Q1 | $6.93M | Sell |
217,236
-33,810
| -13% | -$1.08M | ﹤0.01% | 2232 |
|
|
2018
Q4 | $7.01M | Buy |
251,046
+3,079
| +1% | +$86K | ﹤0.01% | 2115 |
|
|
2018
Q3 | $9.18M | Buy |
247,967
+15,176
| +7% | +$562K | ﹤0.01% | 2133 |
|
|
2018
Q2 | $8.66M | Buy |
232,791
+2,152
| +0.9% | +$80.1K | ﹤0.01% | 2179 |
|
|
2018
Q1 | $8.85M | Buy |
230,639
+14,400
| +7% | +$552K | ﹤0.01% | 2113 |
|
|
2017
Q4 | $8.5M | Sell |
216,239
-91,017
| -30% | -$3.58M | ﹤0.01% | 2104 |
|
|
2017
Q3 | $11.4M | Buy |
307,256
+1,808
| +0.6% | +$67.4K | ﹤0.01% | 1859 |
|
|
2017
Q2 | $11M | Buy |
305,448
+11,246
| +4% | +$405K | ﹤0.01% | 1832 |
|
|
2017
Q1 | $10M | Buy |
294,202
+14,752
| +5% | +$502K | ﹤0.01% | 1875 |
|
|
2016
Q4 | $10.1M | Buy |
279,450
+32,587
| +13% | +$1.18M | ﹤0.01% | 1832 |
|
|
2016
Q3 | $6.85M | Buy |
246,863
+12,358
| +5% | +$343K | ﹤0.01% | 2022 |
|
|
2016
Q2 | $6.01M | Sell |
234,505
-121,950
| -34% | -$3.13M | ﹤0.01% | 2172 |
|
|
2016
Q1 | $8.66M | Sell |
356,455
-16,766
| -4% | -$407K | ﹤0.01% | 1906 |
|
|
2015
Q4 | $10.5M | Sell |
373,221
-73,647
| -16% | -$2.06M | ﹤0.01% | 1788 |
|
|
2015
Q3 | $11.3M | Buy |
446,868
+266,564
| +148% | +$6.74M | ﹤0.01% | 1710 |
|
|
2015
Q2 | $4.9M | Buy |
180,304
+28,226
| +19% | +$768K | ﹤0.01% | 2416 |
|
|
2015
Q1 | $3.56M | Buy |
152,078
+2,361
| +2% | +$55.2K | ﹤0.01% | 2604 |
|
|
2014
Q4 | $3.53M | Buy |
149,717
+7,651
| +5% | +$180K | ﹤0.01% | 2580 |
|
|
2014
Q3 | $3.16M | Buy |
142,066
+11,739
| +9% | +$261K | ﹤0.01% | 2670 |
|
|
2014
Q2 | $3.02M | Buy |
130,327
+10,914
| +9% | +$253K | ﹤0.01% | 2695 |
|
|
2014
Q1 | $2.87M | Buy |
119,413
+39,473
| +49% | +$950K | ﹤0.01% | 2720 |
|
|
2013
Q4 | $1.88M | Buy |
79,940
+2,492
| +3% | +$58.7K | ﹤0.01% | 2965 |
|
|
2013
Q3 | $1.66M | Buy |
77,448
+18,871
| +32% | +$405K | ﹤0.01% | 2990 |
|
|
2013
Q2 | $1.25M | Buy |
+58,577
| New | +$1.25M | ﹤0.01% | 3124 |
|