Concurrent Investment Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
27,062
+544
| +2% | +$11.2K | 0.01% | 810 |
|
|
2025
Q1 | $537K | Buy |
26,518
+8,268
| +45% | +$167K | 0.01% | 727 |
|
|
2024
Q4 | $364K | Buy |
18,250
+1,918
| +12% | +$38.2K | 0.01% | 750 |
|
|
2024
Q3 | $351K | Buy |
16,332
+921
| +6% | +$19.8K | 0.01% | 724 |
|
|
2024
Q2 | $296K | Buy |
15,411
+5,351
| +53% | +$103K | 0.01% | 731 |
|
|
2024
Q1 | $193K | Sell |
10,060
-1,657
| -14% | -$31.8K | 0.01% | 804 |
|
|
2023
Q4 | $208K | Buy |
+11,717
| New | +$208K | 0.01% | 751 |
|