Ownership history in Advisory Resource Group · 29 quarters on record
This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in HANCOCK JOHN PFD INCOME FD (HPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 103,195 | -663 | -0.6% | 0.29% | $1.7M | $15.94 |
| 2025 Q3 | REDUCED | 103,858 | -559 | -0.5% | 0.32% | $1.8M | $16.59 |
| 2025 Q2 | REDUCED | 104,417 | -1,641 | -1.5% | 0.32% | $1.7M | $14.94 |
| 2025 Q1 | ADDED | 106,058 | +18 | +0.0% | 0.36% | $1.8M | $15.14 |
| 2024 Q4 | REDUCED | 106,040 | -6,648 | -5.9% | 0.37% | $1.8M | $14.96 |
| 2024 Q3 | REDUCED | 112,688 | -11,631 | -9.4% | 0.46% | $2.1M | $16.57 |
| 2024 Q2 | REDUCED | 124,319 | -1,183 | -0.9% | 0.47% | $2.1M | $14.30 |
| 2024 Q1 | REDUCED | 125,502 | -4,629 | -3.6% | 0.48% | $2.1M | $13.92 |
| 2023 Q4 | REDUCED | 130,131 | -647 | -0.5% | 0.51% | $2.1M | $13.01 |
| 2023 Q3 | REDUCED | 130,778 | -461 | -0.4% | 0.51% | $1.9M | $11.61 |
As of 2025 Q4 — sorted by position size