Kovitz Investment Group Partners’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.31M	Sell	161,099 -20,019	-11%	-$411K	0.01%	517
2025 Q1	$3.67M	Sell	181,118 -27,871	-13%	-$564K	0.02%	464
2024 Q4	$4.17M	Sell	208,989 -20,398	-9%	-$407K	0.02%	434
2024 Q3	$4.91M	Buy	+229,387	New	+$4.91M	0.03%	339