Atria Wealth Solutions’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,711
| Closed | -$217K | – | 1547 |
|
|
2025
Q1 | $217K | Hold |
10,711
| – | – | ﹤0.01% | 1663 |
|
|
2024
Q4 | $214K | Sell |
10,711
-693
| -6% | -$13.8K | ﹤0.01% | 1766 |
|
|
2024
Q3 | $245K | Hold |
11,404
| – | – | ﹤0.01% | 1627 |
|
|
2024
Q2 | $219K | Sell |
11,404
-2,234
| -16% | -$42.9K | ﹤0.01% | 1685 |
|
|
2024
Q1 | $261K | Sell |
13,638
-2,333
| -15% | -$44.7K | ﹤0.01% | 1640 |
|
|
2023
Q4 | $283K | Sell |
15,971
-190
| -1% | -$3.37K | ﹤0.01% | 1524 |
|
|
2023
Q3 | $271K | Sell |
16,161
-443
| -3% | -$7.43K | ﹤0.01% | 1472 |
|
|
2023
Q2 | $289K | Sell |
16,604
-3,762
| -18% | -$65.5K | ﹤0.01% | 1465 |
|
|
2023
Q1 | $370K | Sell |
20,366
-2,058
| -9% | -$37.4K | 0.01% | 1300 |
|
|
2022
Q4 | $420K | Sell |
22,424
-2,962
| -12% | -$55.4K | 0.01% | 1168 |
|
|
2022
Q3 | $484K | Sell |
25,386
-11,916
| -32% | -$227K | 0.01% | 1034 |
|
|
2022
Q2 | $802K | Sell |
37,302
-8,422
| -18% | -$181K | 0.02% | 769 |
|
|
2022
Q1 | $1.19M | Buy |
+45,724
| New | +$1.19M | 0.02% | 660 |
|