LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Sell |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $396K | Buy |
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|
2024
Q1 | $401K | Sell |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $397K | Sell |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $464K | Sell |
|
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|
2022
Q4 | $517K | Buy |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $459K | Sell |
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|
2022
Q1 | $689K | Buy |
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|
2021
Q4 | $762K | Buy |
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|
2021
Q3 | $577K | Sell |
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|
2021
Q2 | $681K | Sell |
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|
2021
Q1 | $732K | Buy |
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|
2020
Q4 | $782K | Sell |
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|
2020
Q3 | $785K | Buy |
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|
2020
Q2 | $424K | Buy |
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|
2020
Q1 | $340K | Sell |
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|
2019
Q4 | $452K | Buy |
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|
2019
Q3 | $433K | Buy |
|
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|
2019
Q2 | $426K | Buy |
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|
2019
Q1 | $380K | Sell |
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|
2018
Q4 | $327K | Sell |
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|
2018
Q3 | $529K | Buy |
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|
2018
Q2 | $498K | Sell |
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|
2018
Q1 | $548K | Sell |
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|
2017
Q4 | $633K | Sell |
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|
2017
Q3 | $640K | Buy |
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|
2017
Q2 | $432K | Sell |
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|
2017
Q1 | $849K | Buy |
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|
2016
Q4 | $769K | Sell |
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|
2016
Q3 | $1.44M | Buy |
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|
2016
Q2 | $1.39M | Sell |
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|
2016
Q1 | $1.95M | Buy |
|
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|
2015
Q4 | $1.23M | Buy |
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|
2015
Q3 | $712K | Sell |
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|
2015
Q2 | $1.04M | Sell |
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|
2015
Q1 | $1.2M | Buy |
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|
2014
Q4 | $1.03M | Buy |
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|
2014
Q3 | $909K | Buy |
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|
2014
Q2 | $742K | Buy |
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|
2014
Q1 | $672K | Buy |
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|
2013
Q4 | $403K | Sell |
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|
2013
Q3 | $454K | Sell |
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|
2013
Q2 | $729K | Buy |
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