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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$804K Hold
2025
Q3
$804K Buy
2025
Q2
$744K Buy
2025
Q1
$726K Sell
2024
Q4
$796K Buy
2016
Q2
Sell
2016
Q1
$255K Buy