Lido Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$744K	Buy	65,811 +1,087	+2%	+$12.3K	﹤0.01%	867
2025 Q1	$726K	Sell	64,724 -6,090	-9%	-$68.3K	﹤0.01%	840
2024 Q4	$796K	Buy	+70,814	New	+$796K	﹤0.01%	778
2016 Q2	–	Sell	-18,000	Closed	-$255K	–	177
2016 Q1	$255K	Buy	+18,000	New	+$255K	0.09%	116