D.A. Davidson & Co’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $200K | Hold |
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|
2025
Q2 | $188K | Hold |
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|
2025
Q1 | $186K | Sell |
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|
2024
Q4 | $194K | Hold |
|
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|
2024
Q3 | $207K | Sell |
|
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|
2024
Q2 | $186K | Sell |
|
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|
2024
Q1 | $230K | Sell |
|
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|
2023
Q4 | $215K | Sell |
|
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|
2023
Q3 | $280K | Buy |
|
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|
2023
Q2 | $275K | Sell |
|
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|
2023
Q1 | $409K | Sell |
|
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|
2022
Q4 | $445K | Buy |
|
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $419K | Buy |
|
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|
2022
Q1 | $360K | Hold |
|
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|
2021
Q4 | $455K | Hold |
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|
2021
Q3 | $410K | Hold |
|
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|
2021
Q2 | $434K | Hold |
|
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|
2021
Q1 | $461K | Sell |
|
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|
2020
Q4 | $521K | Hold |
|
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|
2020
Q3 | $454K | Sell |
|
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|
2020
Q2 | $409K | Sell |
|
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|
2020
Q1 | $352K | Sell |
|
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|
2019
Q4 | $464K | Hold |
|
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|
2019
Q3 | $445K | Sell |
|
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|
2019
Q2 | $445K | Hold |
|
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|
2019
Q1 | $416K | Buy |
|
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|
2018
Q4 | $300K | Hold |
|
|||||
|
2018
Q3 | $337K | Hold |
|
|||||
|
2018
Q2 | $352K | Hold |
|
|||||
|
2018
Q1 | $353K | Hold |
|
|||||
|
2017
Q4 | $389K | Hold |
|
|||||
|
2017
Q3 | $393K | Buy |
|
|||||
|
2017
Q2 | $398K | Sell |
|
|||||
|
2017
Q1 | $392K | Buy |
|
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|
2016
Q4 | $362K | Buy |
|
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|
2016
Q3 | $374K | Hold |
|
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|
2016
Q2 | $386K | Buy |
|
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|
2016
Q1 | $340K | Sell |
|
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|
2015
Q4 | $348K | Hold |
|
|||||
|
2015
Q3 | $338K | Buy |
|
|||||
|
2015
Q2 | $339K | Hold |
|
|||||
|
2015
Q1 | $379K | Hold |
|
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|
2014
Q4 | $352K | Hold |
|
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|
2014
Q3 | $342K | Buy |
|
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|
2014
Q2 | $357K | Hold |
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|
2014
Q1 | $339K | Buy |
|
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|
2013
Q4 | $263K | Buy |
|
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|
2013
Q3 | $142K | Buy |
|