Clifford Swan Investment Counsel’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Sell |
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|
2025
Q1 | $272K | Hold |
|
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|
2024
Q4 | $266K | Hold |
|
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|
2024
Q3 | $278K | Hold |
|
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|
2024
Q2 | $250K | Hold |
|
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|
2024
Q1 | $249K | Hold |
|
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|
2023
Q4 | $235K | Hold |
|
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|
2023
Q3 | $219K | Hold |
|
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|
2023
Q2 | $236K | Hold |
|
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|
2023
Q1 | $243K | Hold |
|
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|
2022
Q4 | $254K | Hold |
|
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|
2022
Q3 | $253K | Hold |
|
|||||
|
2022
Q2 | $281K | Hold |
|
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|
2022
Q1 | $339K | Hold |
|
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|
2021
Q4 | $376K | Buy |
|
|||||
|
2021
Q3 | $302K | Hold |
|
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|
2021
Q2 | $313K | Hold |
|
|||||
|
2021
Q1 | $309K | Hold |
|
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|
2020
Q4 | $308K | Buy |
|
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|
2020
Q3 | $149K | Hold |
|
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|
2020
Q2 | $139K | Hold |
|
|||||
|
2020
Q1 | $124K | Hold |
|
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|
2019
Q4 | $154K | Hold |
|
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|
2019
Q3 | $153K | Hold |
|
|||||
|
2019
Q2 | $146K | Hold |
|
|||||
|
2019
Q1 | $140K | Hold |
|
|||||
|
2018
Q4 | $132K | Hold |
|
|||||
|
2018
Q3 | $146K | Hold |
|
|||||
|
2018
Q2 | $134K | Hold |
|
|||||
|
2018
Q1 | $136K | Hold |
|
|||||
|
2017
Q4 | $148K | Hold |
|
|||||
|
2017
Q3 | $153K | Hold |
|
|||||
|
2017
Q2 | $157K | Hold |
|
|||||
|
2017
Q1 | $149K | Hold |
|
|||||
|
2016
Q4 | $139K | Hold |
|
|||||
|
2016
Q3 | $144K | Hold |
|
|||||
|
2016
Q2 | $156K | Hold |
|
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|
2016
Q1 | $148K | Buy |
|