Everett Harris & Co’s PHOENIX COMPANIES INC 7.45% PFD PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Hold |
45,000
| – | – | 0.01% | 176 |
|
|
2025
Q1 | $776K | Buy |
+45,000
| New | +$776K | 0.01% | 172 |
|
|
2020
Q1 | – | Sell |
-37,000
| Closed | -$589K | – | 255 |
|
|
2019
Q4 | $589K | Hold |
37,000
| – | – | 0.01% | 171 |
|
|
2019
Q3 | $594K | Buy |
37,000
+1,550
| +4% | +$24.9K | 0.01% | 162 |
|
|
2019
Q2 | $587K | Hold |
35,450
| – | – | 0.01% | 164 |
|
|
2019
Q1 | $575K | Hold |
35,450
| – | – | 0.01% | 163 |
|
|
2018
Q4 | $549K | Hold |
35,450
| – | – | 0.02% | 155 |
|
|
2018
Q3 | $661K | Hold |
35,450
| – | – | 0.02% | 157 |
|
|
2018
Q2 | $656K | Hold |
35,450
| – | – | 0.02% | 150 |
|
|
2018
Q1 | $665K | Buy |
+35,450
| New | +$665K | 0.02% | 145 |
|