IFP Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Sell |
11,284
-2,139
| -16% | -$24.2K | ﹤0.01% | 1506 |
|
|
2025
Q1 | $151K | Sell |
13,423
-5,303
| -28% | -$59.5K | ﹤0.01% | 1306 |
|
|
2024
Q4 | $210K | Buy |
18,726
+234
| +1% | +$2.63K | 0.01% | 1109 |
|
|
2024
Q3 | $221K | Buy |
18,492
+688
| +4% | +$8.22K | 0.01% | 1040 |
|
|
2024
Q2 | $186K | Sell |
17,804
-233
| -1% | -$2.43K | 0.01% | 1081 |
|
|
2024
Q1 | $191K | Buy |
+18,037
| New | +$191K | 0.01% | 1019 |
|
|
2023
Q2 | – | Sell |
-2,000
| Closed | -$27K | – | 3545 |
|
|
2023
Q1 | $27K | Buy |
+2,000
| New | +$27K | ﹤0.01% | 1888 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$1K | – | 3912 |
|
|
2018
Q2 | $1K | Sell |
100
-393
| -80% | -$3.93K | ﹤0.01% | 3704 |
|
|
2018
Q1 | $7K | Hold |
493
| – | – | ﹤0.01% | 3011 |
|
|
2017
Q4 | $7K | Sell |
493
-400
| -45% | -$5.68K | ﹤0.01% | 3008 |
|
|
2017
Q3 | $14K | Hold |
893
| – | – | ﹤0.01% | 2800 |
|
|
2017
Q2 | $14K | Hold |
893
| – | – | ﹤0.01% | 2780 |
|
|
2017
Q1 | $13K | Hold |
893
| – | – | ﹤0.01% | 2746 |
|
|
2016
Q4 | $13K | Buy |
893
+400
| +81% | +$5.82K | ﹤0.01% | 2736 |
|
|
2016
Q3 | $7K | Hold |
493
| – | – | ﹤0.01% | 3049 |
|
|
2016
Q2 | $8K | Buy |
+493
| New | +$8K | ﹤0.01% | 2868 |
|
|
2016
Q1 | – | Sell |
-2,000
| Closed | -$26K | – | 3119 |
|
|
2015
Q4 | $26K | Buy |
+2,000
| New | +$26K | ﹤0.01% | 2002 |
|