Everett Harris & Co’s PHOENIX COMPANIES INC 7.45% PFD PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $889K | Hold |
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|
2025
Q2 | $810K | Hold |
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|
2025
Q1 | $776K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $589K | Hold |
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|
2019
Q3 | $594K | Buy |
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|
2019
Q2 | $587K | Hold |
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|
2019
Q1 | $575K | Hold |
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|
2018
Q4 | $549K | Hold |
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|
2018
Q3 | $661K | Hold |
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|
2018
Q2 | $656K | Hold |
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|
2018
Q1 | $665K | Buy |
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