D.A. Davidson & Co’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
Q3 | $858K | Buy |
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|
2025
Q2 | $714K | Buy |
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|
2025
Q1 | $586K | Sell |
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|
2024
Q4 | $591K | Sell |
|
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|
2024
Q3 | $635K | Sell |
|
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|
2024
Q2 | $1.4M | Buy |
|
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|
2024
Q1 | $1.34M | Sell |
|
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|
2023
Q4 | $1.27M | Sell |
|
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|
2023
Q3 | $1.28M | Sell |
|
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|
2023
Q2 | $1.58M | Buy |
|
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|
2023
Q1 | $1.42M | Buy |
|
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|
2022
Q4 | $697K | Buy |
|
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|
2022
Q3 | $593K | Buy |
|
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|
2022
Q2 | $493K | Buy |
|
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|
2022
Q1 | $474K | Buy |
|
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|
2021
Q4 | $481K | Buy |
|
|||||
|
2021
Q3 | $477K | Buy |
|
|||||
|
2021
Q2 | $488K | Sell |
|
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|
2021
Q1 | $495K | Buy |
|
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|
2020
Q4 | $493K | Sell |
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|
2020
Q3 | $451K | Buy |
|
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|
2020
Q2 | $421K | Sell |
|
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|
2020
Q1 | $393K | Sell |
|
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|
2019
Q4 | $491K | Buy |
|
|||||
|
2019
Q3 | $469K | Buy |
|
|||||
|
2019
Q2 | $447K | Buy |
|
|||||
|
2019
Q1 | $415K | Buy |
|
|||||
|
2018
Q4 | $359K | Buy |
|
|||||
|
2018
Q3 | $380K | Buy |
|
|||||
|
2018
Q2 | $344K | Buy |
|
|||||
|
2018
Q1 | $346K | Buy |
|
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|
2017
Q4 | $260K | Buy |
|
|||||
|
2017
Q3 | $250K | Buy |
|
|||||
|
2017
Q2 | $218K | Buy |
|
|||||
|
2017
Q1 | $121K | Buy |
|
|||||
|
2016
Q4 | $102K | Buy |
|
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|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $115K | Buy |
|
|||||
|
2016
Q1 | $107K | Hold |
|
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|
2015
Q4 | $96K | Buy |
|
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|
2015
Q3 | $90K | Hold |
|
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|
2015
Q2 | $93K | Hold |
|
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|
2015
Q1 | $107K | Sell |
|
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|
2014
Q4 | $218K | Hold |
|
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|
2014
Q3 | $205K | Buy |
|
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|
2014
Q2 | $166K | Hold |
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|
2014
Q1 | $163K | Buy |
|
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|
2013
Q4 | $134K | Buy |
|