Lido Advisors’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 | $5.38M | Sell |
175,374
-53,695
| -23% | -$1.65M | 0.02% | 335 |
|
2025
Q1 | $7.04M | Buy |
229,069
+49,041
| +27% | +$1.51M | 0.03% | 275 |
|
2024
Q4 | $5.66M | Sell |
180,028
-51,558
| -22% | -$1.62M | 0.03% | 286 |
|
2024
Q3 | $7.7M | Buy |
231,586
+8,439
| +4% | +$280K | 0.04% | 230 |
|
2024
Q2 | $7.04M | Buy |
223,147
+51,126
| +30% | +$1.61M | 0.04% | 226 |
|
2024
Q1 | $5.54M | Buy |
172,021
+12,148
| +8% | +$392K | 0.03% | 253 |
|
2023
Q4 | $4.99M | Buy |
159,873
+26,374
| +20% | +$823K | 0.03% | 248 |
|
2023
Q3 | $4.03M | Buy |
133,499
+34,661
| +35% | +$1.05M | 0.03% | 259 |
|
2023
Q2 | $3.06M | Buy |
98,838
+62,918
| +175% | +$1.95M | 0.02% | 281 |
|
2023
Q1 | $1.12M | Sell |
35,920
-1,000
| -3% | -$31.2K | 0.01% | 415 |
|
2022
Q4 | $1.13M | Sell |
36,920
-339
| -0.9% | -$10.4K | 0.01% | 352 |
|
2022
Q3 | $1.18M | Sell |
37,259
-4,914
| -12% | -$156K | 0.01% | 301 |
|
2022
Q2 | $1.39M | Sell |
42,173
-10,559
| -20% | -$347K | 0.02% | 256 |
|
2022
Q1 | $1.92M | Sell |
52,732
-66,676
| -56% | -$2.43M | 0.02% | 242 |
|
2021
Q4 | $4.71M | Buy |
119,408
+2,014
| +2% | +$79.4K | 0.05% | 155 |
|
2021
Q3 | $4.56M | Buy |
117,394
+374
| +0.3% | +$14.5K | 0.06% | 149 |
|
2021
Q2 | $4.6M | Sell |
117,020
-656
| -0.6% | -$25.8K | 0.06% | 142 |
|
2021
Q1 | $4.52M | Sell |
117,676
-3,213
| -3% | -$123K | 0.08% | 131 |
|
2020
Q4 | $4.66M | Sell |
120,889
-4,503
| -4% | -$173K | 0.1% | 112 |
|
2020
Q3 | $4.57M | Buy |
125,392
+37,067
| +42% | +$1.35M | 0.12% | 93 |
|
2020
Q2 | $3.06M | Buy |
88,325
+60,340
| +216% | +$2.09M | 0.09% | 115 |
|
2020
Q1 | $891K | Buy |
27,985
+9,612
| +52% | +$306K | 0.04% | 217 |
|
2019
Q4 | $691K | Sell |
18,373
-608
| -3% | -$22.9K | 0.03% | 283 |
|
2019
Q3 | $712K | Sell |
18,981
-7,511
| -28% | -$282K | 0.04% | 237 |
|
2019
Q2 | $976K | Buy |
26,492
+4,642
| +21% | +$171K | 0.06% | 173 |
|
2019
Q1 | $798K | Buy |
21,850
+2,015
| +10% | +$73.6K | 0.05% | 197 |
|
2018
Q4 | $678K | Sell |
19,835
-2,919
| -13% | -$99.8K | 0.07% | 168 |
|
2018
Q3 | $844K | Sell |
22,754
-4,259
| -16% | -$158K | 0.08% | 141 |
|
2018
Q2 | $1.02M | Sell |
27,013
-740
| -3% | -$27.9K | 0.12% | 101 |
|
2018
Q1 | $1.04M | Sell |
27,753
-1,058
| -4% | -$39.7K | 0.14% | 88 |
|
2017
Q4 | $1.1M | Sell |
28,811
-1,813
| -6% | -$69K | 0.16% | 72 |
|
2017
Q3 | $1.18M | Sell |
30,624
-4,595
| -13% | -$177K | 0.19% | 65 |
|
2017
Q2 | $1.38M | Buy |
35,219
+3,822
| +12% | +$150K | 0.29% | 50 |
|
2017
Q1 | $1.22M | Sell |
31,397
-5,326
| -15% | -$207K | 0.34% | 49 |
|
2016
Q4 | $1.37M | Buy |
36,723
+5,365
| +17% | +$200K | 0.34% | 32 |
|
2016
Q3 | $1.24M | Buy |
31,358
+7,795
| +33% | +$308K | 0.38% | 21 |
|
2016
Q2 | $940K | Sell |
23,563
-21,321
| -48% | -$851K | 0.29% | 33 |
|
2016
Q1 | $1.75M | Buy |
+44,884
| New | +$1.75M | 0.59% | 13 |
|