Cambridge Investment Research Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Sell |
65,942
-3,447
| -5% | -$31.9K | ﹤0.01% | 2363 |
|
|
2025
Q1 | $640K | Sell |
69,389
-7,566
| -10% | -$69.8K | ﹤0.01% | 2213 |
|
|
2024
Q4 | $693K | Buy |
76,955
+3,473
| +5% | +$31.3K | ﹤0.01% | 2164 |
|
|
2024
Q3 | $691K | Sell |
73,482
-5,302
| -7% | -$49.9K | ﹤0.01% | 2149 |
|
|
2024
Q2 | $667K | Sell |
78,784
-1,163
| -1% | -$9.85K | ﹤0.01% | 2059 |
|
|
2024
Q1 | $675K | Sell |
79,947
-1,532
| -2% | -$12.9K | ﹤0.01% | 2018 |
|
|
2023
Q4 | $649K | Sell |
81,479
-2,942
| -3% | -$23.4K | ﹤0.01% | 1980 |
|
|
2023
Q3 | $628K | Buy |
84,421
+950
| +1% | +$7.07K | ﹤0.01% | 1908 |
|
|
2023
Q2 | $669K | Buy |
83,471
+15,825
| +23% | +$127K | ﹤0.01% | 1915 |
|
|
2023
Q1 | $558K | Buy |
67,646
+13,169
| +24% | +$109K | ﹤0.01% | 2010 |
|
|
2022
Q4 | $468K | Buy |
54,477
+182
| +0.3% | +$1.56K | ﹤0.01% | 2068 |
|
|
2022
Q3 | $465K | Sell |
54,295
-288
| -0.5% | -$2.47K | ﹤0.01% | 1993 |
|
|
2022
Q2 | $520K | Buy |
54,583
+3,685
| +7% | +$35.1K | ﹤0.01% | 1931 |
|
|
2022
Q1 | $585K | Buy |
50,898
+4,121
| +9% | +$47.4K | ﹤0.01% | 1978 |
|
|
2021
Q4 | $596K | Buy |
46,777
+6,080
| +15% | +$77.5K | ﹤0.01% | 1960 |
|
|
2021
Q3 | $522K | Buy |
40,697
+9,172
| +29% | +$118K | ﹤0.01% | 2020 |
|
|
2021
Q2 | $421K | Buy |
31,525
+13,249
| +72% | +$177K | ﹤0.01% | 2195 |
|
|
2021
Q1 | $241K | Buy |
+18,276
| New | +$241K | ﹤0.01% | 2457 |
|
|
2018
Q3 | – | Sell |
-21,333
| Closed | -$229K | – | 2288 |
|
|
2018
Q2 | $229K | Sell |
21,333
-3,212
| -13% | -$34.5K | ﹤0.01% | 1918 |
|
|
2018
Q1 | $267K | Buy |
+24,545
| New | +$267K | ﹤0.01% | 1755 |
|