Commonwealth Equity Services’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
41,489
+22,246
| +116% | +$251K | ﹤0.01% | 3191 |
|
|
2025
Q1 | $216K | Buy |
19,243
+74
| +0.4% | +$831 | ﹤0.01% | 3767 |
|
|
2024
Q4 | $215K | Buy |
19,169
+1,919
| +11% | +$21.5K | ﹤0.01% | 3699 |
|
|
2024
Q3 | $206K | Sell |
17,250
-91
| -0.5% | -$1.09K | ﹤0.01% | 3673 |
|
|
2024
Q2 | $181K | Sell |
17,341
-146
| -0.8% | -$1.52K | ﹤0.01% | 3666 |
|
|
2024
Q1 | $186K | Buy |
17,487
+213
| +1% | +$2.27K | ﹤0.01% | 3656 |
|
|
2023
Q4 | $171K | Sell |
17,274
-783
| -4% | -$7.75K | ﹤0.01% | 3569 |
|
|
2023
Q3 | $165K | Buy |
18,057
+471
| +3% | +$4.3K | ﹤0.01% | 3453 |
|
|
2023
Q2 | $173K | Sell |
17,586
-303
| -2% | -$2.98K | ﹤0.01% | 3447 |
|
|
2023
Q1 | $189 | Buy |
17,889
+246
| +1% | +$3 | ﹤0.01% | 3339 |
|
|
2022
Q4 | $196K | Sell |
17,643
-3,607
| -17% | -$40.1K | ﹤0.01% | 3241 |
|
|
2022
Q3 | $225K | Buy |
21,250
+829
| +4% | +$8.78K | ﹤0.01% | 3070 |
|
|
2022
Q2 | $256K | Sell |
20,421
-828
| -4% | -$10.4K | ﹤0.01% | 2981 |
|
|
2022
Q1 | $294K | Buy |
21,249
+2,390
| +13% | +$33.1K | ﹤0.01% | 2997 |
|
|
2021
Q4 | $330K | Buy |
18,859
+1,529
| +9% | +$26.8K | ﹤0.01% | 2885 |
|
|
2021
Q3 | $273K | Sell |
17,330
-5,091
| -23% | -$80.2K | ﹤0.01% | 3011 |
|
|
2021
Q2 | $374K | Buy |
22,421
+4,315
| +24% | +$72K | ﹤0.01% | 2713 |
|
|
2021
Q1 | $320K | Buy |
18,106
+2,508
| +16% | +$44.3K | ﹤0.01% | 2704 |
|
|
2020
Q4 | $295K | Buy |
15,598
+2,397
| +18% | +$45.3K | ﹤0.01% | 2602 |
|
|
2020
Q3 | $217K | Buy |
+13,201
| New | +$217K | ﹤0.01% | 2646 |
|