LPL Financial’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $286K | Sell |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $264K | Sell |
|
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|
2022
Q4 | $276K | Sell |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $471K | Buy |
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|
2021
Q3 | $439K | Sell |
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|
2021
Q2 | $571K | Sell |
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|
2021
Q1 | $602K | Buy |
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|
2020
Q4 | $518K | Buy |
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|
2020
Q3 | $422K | Sell |
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|
2020
Q2 | $421K | Buy |
|
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|
2020
Q1 | $320K | Buy |
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|
2019
Q4 | $370K | Sell |
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|
2019
Q3 | $379K | Buy |
|
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|
2019
Q2 | $362K | Sell |
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|
2019
Q1 | $379K | Buy |
|
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|
2018
Q4 | $334K | Sell |
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|
2018
Q3 | $383K | Buy |
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|
2018
Q2 | $266K | Buy |
|
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|
2018
Q1 | $208K | Buy |
|
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|
2017
Q4 | $215K | Sell |
|
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|
2017
Q3 | $274K | Sell |
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|
2017
Q2 | $336K | Sell |
|
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|
2017
Q1 | $1.27M | Buy |
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|
2016
Q4 | $898K | Buy |
|
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|
2016
Q3 | $841K | Buy |
|
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|
2016
Q2 | $911K | Sell |
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|
2016
Q1 | $1.67M | Buy |
|
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|
2015
Q4 | $1.5M | Buy |
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|
2015
Q3 | $744K | Sell |
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|
2015
Q2 | $811K | Buy |
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|
2015
Q1 | $778K | Sell |
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|
2014
Q4 | $803K | Buy |
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|
2014
Q3 | $744K | Sell |
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|
2014
Q2 | $807K | Buy |
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|
2014
Q1 | $698K | Buy |
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|
2013
Q4 | $503K | Buy |
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|
2013
Q3 | $440K | Sell |
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|
2013
Q2 | $593K | Buy |
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