Capital Analysts LLC’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 | $661K | Sell |
32,213
-1,375
| -4% | -$28.2K | 0.02% | 343 |
|
|
2025
Q1 | $680K | Sell |
33,588
-1,905
| -5% | -$38.6K | 0.03% | 319 |
|
|
2024
Q4 | $708K | Buy |
35,493
+3,156
| +10% | +$63K | 0.03% | 287 |
|
|
2024
Q3 | $695K | Sell |
32,337
-11,808
| -27% | -$254K | 0.03% | 284 |
|
|
2024
Q2 | $848K | Buy |
44,145
+1,761
| +4% | +$33.8K | 0.04% | 268 |
|
|
2024
Q1 | $813K | Buy |
42,384
+6,213
| +17% | +$119K | 0.04% | 264 |
|
|
2023
Q4 | $642K | Buy |
36,171
+21,572
| +148% | +$383K | 0.03% | 283 |
|
|
2023
Q3 | $245K | Buy |
+14,599
| New | +$245K | 0.01% | 371 |
|