Geneos Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $59.9K | Sell |
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|
2025
Q2 | $62.1K | Sell |
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|
2025
Q1 | $152K | Buy |
|
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|
2024
Q4 | $59.2K | Hold |
|
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|
2024
Q3 | $62.5K | Hold |
|
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|
2024
Q2 | $56.4K | Sell |
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|
2024
Q1 | $59K | Sell |
|
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|
2023
Q4 | $64.4K | Sell |
|
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|
2023
Q3 | $70.5K | Hold |
|
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|
2023
Q2 | $74.7K | Hold |
|
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|
2023
Q1 | $75.2K | Hold |
|
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|
2022
Q4 | $81.6K | Sell |
|
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|
2022
Q3 | $110K | Sell |
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|
2022
Q2 | $226K | Sell |
|
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|
2022
Q1 | $305K | Sell |
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|
2021
Q4 | $372K | Buy |
|
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|
2021
Q3 | $346K | Buy |
|
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|
2021
Q2 | $353K | Sell |
|
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|
2021
Q1 | $398K | Sell |
|
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|
2020
Q4 | $386K | Buy |
|
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|
2020
Q3 | $337K | Sell |
|
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|
2020
Q2 | $359K | Sell |
|
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|
2020
Q1 | $303K | Buy |
|
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|
2019
Q4 | $378K | Sell |
|
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|
2019
Q3 | $376K | Buy |
|
|||||
|
2019
Q2 | $358K | Sell |
|
|||||
|
2019
Q1 | $355K | Buy |
|
|||||
|
2018
Q4 | $303K | Sell |
|
|||||
|
2018
Q3 | $364K | Buy |
|
|||||
|
2018
Q2 | $316K | Buy |
|
|||||
|
2018
Q1 | $224K | Sell |
|
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|
2017
Q4 | $269K | Sell |
|
|||||
|
2017
Q3 | $287K | Sell |
|
|||||
|
2017
Q2 | $327K | Buy |
|
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|
2017
Q1 | $299K | Sell |
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|
2016
Q4 | $279K | Sell |
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|
2016
Q3 | $340K | Sell |
|
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|
2016
Q2 | $361K | Buy |
|
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|
2016
Q1 | $315K | Buy |
|