Houlihan Financial Resource Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.6M Sell
148,685
-6,233
-4% -$193K 1.91% 17
2025
Q1
$4.76M Sell
154,918
-13,099
-8% -$403K 2.14% 16
2024
Q4
$5.28M Sell
168,017
-520
-0.3% -$16.3K 2.25% 15
2024
Q3
$5.6M Buy
+168,537
New +$5.6M 2.32% 13
2024
Q2
Sell
-168,879
Closed -$5.44M 88
2024
Q1
$5.44M Buy
168,879
+1,440
+0.9% +$46.4K 2.44% 13
2023
Q4
$5.22M Buy
167,439
+5,696
+4% +$178K 2.53% 12
2023
Q3
$4.76M Buy
+161,743
New +$4.76M 2.55% 13
2023
Q2
Sell
-161,795
Closed -$5.05M 164
2023
Q1
$5.05M Buy
161,795
+2,779
+2% +$86.8K 2.76% 11
2022
Q4
$5.06M Sell
159,016
-29,274
-16% -$932K 2.92% 10
2022
Q3
$5.93M Buy
+188,290
New +$5.93M 3.61% 6
2020
Q3
$7.32M Buy
+196,404
New +$7.32M 4.23% 4
2020
Q1
$6.09M Buy
191,186
+2,384
+1% +$75.9K 5.29% 4
2019
Q4
$7.1M Buy
+188,802
New +$7.1M 4.59% 5