Capital Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Capital Investment Advisors’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.04M	Sell	269,938 -44,792	-14%	-$362K	0.03%	230
2025 Q4	$2.55M	Sell	314,730 -21,441	-6%	-$174K	0.04%	203
2025 Q3	$2.76M	Sell	336,171 -3,044	-0.9%	-$24.7K	0.05%	190
2025 Q2	$2.72M	Sell	339,215 -12,603	-4%	-$97.7K	0.05%	188
2025 Q1	$2.8M	Sell	351,818 -14,835	-4%	-$118K	0.05%	176
2024 Q4	$2.88M	Sell	366,653 -702,643	-66%	-$5.65M	0.06%	171
2024 Q3	$8.63M	Buy	1,069,296 +53,059	+5%	+$412K	0.18%	112
2024 Q2	$7.59M	Buy	1,016,237 +89,349	+10%	+$642K	0.17%	106
2024 Q1	$6.66M	Buy	926,888 +87,213	+10%	+$619K	0.16%	112
2023 Q4	$5.68M	Buy	839,675 +744,845	+785%	+$4.74M	0.14%	123
2023 Q3	$600K	Buy	+94,830	New	+$612K	0.02%	324
2023 Q2	–	Sell	-96,405	Closed	-$634K	–	576
2023 Q1	$634K	Sell	96,405 -2,650	-3%	-$19.4K	0.02%	314
2022 Q4	$721K	Sell	99,055 -3,364	-3%	-$24.4K	0.02%	296
2022 Q3	$712K	Hold	102,419	–	–	0.02%	287
2022 Q2	$784K	Sell	102,419 -605	-0.6%	-$4.83K	0.03%	279
2022 Q1	$884K	Sell	103,024 -2,000	-2%	-$17.8K	0.03%	284
2021 Q4	$1.02M	Sell	105,024 -800	-0.8%	-$7.74K	0.03%	268
2021 Q3	$1.05M	Sell	105,824 -5,825	-5%	-$58.1K	0.04%	257
2021 Q2	$1.11M	Sell	111,649 -200	-0.2%	-$1.95K	0.04%	250
2021 Q1	$1.06M	Hold	111,849	–	–	0.04%	244
2020 Q4	$1.06M	Sell	111,849 -410	-0.4%	-$3.64K	0.04%	234
2020 Q3	$953K	Sell	112,259 -665	-0.6%	-$5.73K	0.05%	234
2020 Q2	$929K	Sell	112,924 -1,449	-1%	-$11.6K	0.05%	229
2020 Q1	$839K	Hold	114,373	–	–	0.05%	220
2019 Q4	$1.2M	Sell	114,373 -1,869	-2%	-$19K	0.06%	212
2019 Q3	$1.17M	Sell	116,242 -3,375	-3%	-$33.4K	0.06%	206
2019 Q2	$1.19M	Buy	119,617 +110	+0.1%	+$1.06K	0.07%	203
2019 Q1	$1.14M	Sell	119,507 -8,449	-7%	-$77.7K	0.07%	206
2018 Q4	$1.07M	Sell	127,956 -128	-0.1%	-$1.13K	0.07%	198
2018 Q3	$1.19M	Sell	128,084 -1,900	-1%	-$17.8K	0.07%	195
2018 Q2	$1.21M	Buy	129,984 +1,892	+1%	+$18.6K	0.08%	187
2018 Q1	$1.28M	Sell	128,092 -2,384	-2%	-$23.5K	0.08%	180
2017 Q4	$1.35M	Sell	130,476 -8,791	-6%	-$92K	0.09%	179
2017 Q3	$1.47M	Sell	139,267 -96,667	-41%	-$1.01M	0.1%	162
2017 Q2	$2.45M	Sell	235,934 -48,777	-17%	-$496K	0.18%	122
2017 Q1	$2.79M	Sell	284,711 -34,734	-11%	-$343K	0.21%	107
2016 Q4	$3.14M	Sell	319,445 -5,375	-2%	-$51.5K	0.27%	86
2016 Q3	$3.25M	Sell	324,820 -8,148	-2%	-$83.8K	0.29%	79
2016 Q2	$3.34M	Buy	332,968 +64,712	+24%	+$640K	0.31%	69
2016 Q1	$2.51M	Sell	268,256 -14,943	-5%	-$138K	0.25%	88
2015 Q4	$2.59M	Sell	283,199 -132	-0%	-$1.21K	0.27%	83
2015 Q3	$2.55M	Buy	283,331 +37,598	+15%	+$345K	0.29%	79
2015 Q2	$2.25M	Buy	245,733 +3,707	+2%	+$35.4K	0.24%	90
2015 Q1	$2.31M	Sell	242,026 -5,572	-2%	-$53.1K	0.24%	95
2014 Q4	$2.37M	Buy	247,598 +27,115	+12%	+$253K	0.26%	89
2014 Q3	$2.03M	Buy	220,483 +13,083	+6%	+$123K	0.23%	102
2014 Q2	$2.01M	Buy	207,400 +11,115	+6%	+$106K	0.23%	106
2014 Q1	$1.82M	Buy	196,285 +11,022	+6%	+$100K	0.23%	107
2013 Q4	$1.64M	Buy	+185,263	New	+$1.62M	0.22%	113