Cetera Investment Advisers’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 | $130K | Buy |
14,085
+45
| +0.3% | +$416 | ﹤0.01% | 3835 |
|
|
2025
Q1 | $129K | Buy |
+14,040
| New | +$129K | ﹤0.01% | 3716 |
|
|
2024
Q3 | – | Sell |
-19,612
| Closed | -$166K | – | 3823 |
|
|
2024
Q2 | $166K | Sell |
19,612
-2,512
| -11% | -$21.3K | ﹤0.01% | 3414 |
|
|
2024
Q1 | $187K | Buy |
22,124
+3,340
| +18% | +$28.2K | ﹤0.01% | 3372 |
|
|
2023
Q4 | $150K | Hold |
18,784
| – | – | ﹤0.01% | 2093 |
|
|
2023
Q3 | $140K | Sell |
18,784
-2,000
| -10% | -$14.9K | ﹤0.01% | 2049 |
|
|
2023
Q2 | $166K | Sell |
20,784
-1,500
| -7% | -$12K | ﹤0.01% | 2022 |
|
|
2023
Q1 | $184K | Hold |
22,284
| – | – | ﹤0.01% | 1972 |
|
|
2022
Q4 | $192K | Sell |
22,284
-8,310
| -27% | -$71.5K | ﹤0.01% | 1916 |
|
|
2022
Q3 | $262K | Sell |
30,594
-1,742
| -5% | -$14.9K | 0.01% | 1361 |
|
|
2022
Q2 | $308K | Sell |
32,336
-3,250
| -9% | -$31K | ﹤0.01% | 1402 |
|
|
2022
Q1 | $409K | Sell |
35,586
-7,474
| -17% | -$85.9K | 0.01% | 1295 |
|
|
2021
Q4 | $549K | Buy |
43,060
+882
| +2% | +$11.2K | 0.01% | 1127 |
|
|
2021
Q3 | $541K | Sell |
42,178
-818
| -2% | -$10.5K | 0.01% | 1099 |
|
|
2021
Q2 | $574K | Buy |
42,996
+400
| +0.9% | +$5.34K | 0.01% | 1046 |
|
|
2021
Q1 | $561K | Sell |
42,596
-744
| -2% | -$9.8K | 0.01% | 910 |
|
|
2020
Q4 | $569K | Buy |
+43,340
| New | +$569K | 0.01% | 904 |
|