LPL Financial’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
46,557
+10,712
| +30% | +$99.1K | ﹤0.01% | 4423 |
|
|
2025
Q1 | $330K | Sell |
35,845
-13,785
| -28% | -$127K | ﹤0.01% | 4415 |
|
|
2024
Q4 | $447K | Buy |
49,630
+11,435
| +30% | +$103K | ﹤0.01% | 4124 |
|
|
2024
Q3 | $359K | Sell |
38,195
-1,118
| -3% | -$10.5K | ﹤0.01% | 4203 |
|
|
2024
Q2 | $333K | Sell |
39,313
-932
| -2% | -$7.89K | ﹤0.01% | 4113 |
|
|
2024
Q1 | $340K | Buy |
40,245
+4,298
| +12% | +$36.3K | ﹤0.01% | 4040 |
|
|
2023
Q4 | $286K | Sell |
35,947
-9,945
| -22% | -$79.2K | ﹤0.01% | 4075 |
|
|
2023
Q3 | $341K | Buy |
45,892
+4,083
| +10% | +$30.4K | ﹤0.01% | 3759 |
|
|
2023
Q2 | $335K | Buy |
41,809
+9,821
| +31% | +$78.7K | ﹤0.01% | 3712 |
|
|
2023
Q1 | $264K | Sell |
31,988
-155
| -0.5% | -$1.28K | ﹤0.01% | 3815 |
|
|
2022
Q4 | $276K | Sell |
32,143
-5,128
| -14% | -$44.1K | ﹤0.01% | 3684 |
|
|
2022
Q3 | $319K | Buy |
37,271
+3,390
| +10% | +$29K | ﹤0.01% | 3509 |
|
|
2022
Q2 | $323K | Sell |
33,881
-1,266
| -4% | -$12.1K | ﹤0.01% | 3547 |
|
|
2022
Q1 | $404K | Sell |
35,147
-1,771
| -5% | -$20.4K | ﹤0.01% | 3343 |
|
|
2021
Q4 | $471K | Buy |
36,918
+2,684
| +8% | +$34.2K | ﹤0.01% | 3318 |
|
|
2021
Q3 | $439K | Sell |
34,234
-8,532
| -20% | -$109K | ﹤0.01% | 3320 |
|
|
2021
Q2 | $571K | Sell |
42,766
-2,990
| -7% | -$39.9K | ﹤0.01% | 3035 |
|
|
2021
Q1 | $602K | Buy |
45,756
+6,271
| +16% | +$82.5K | ﹤0.01% | 2853 |
|
|
2020
Q4 | $518K | Buy |
39,485
+4,021
| +11% | +$52.8K | ﹤0.01% | 2713 |
|
|
2020
Q3 | $422K | Sell |
35,464
-2,383
| -6% | -$28.4K | ﹤0.01% | 2603 |
|
|
2020
Q2 | $421K | Buy |
37,847
+5,565
| +17% | +$61.9K | ﹤0.01% | 2533 |
|
|
2020
Q1 | $320K | Buy |
32,282
+2,216
| +7% | +$22K | ﹤0.01% | 2445 |
|
|
2019
Q4 | $370K | Sell |
30,066
-951
| -3% | -$11.7K | ﹤0.01% | 2607 |
|
|
2019
Q3 | $379K | Buy |
31,017
+128
| +0.4% | +$1.56K | ﹤0.01% | 2486 |
|
|
2019
Q2 | $362K | Sell |
30,889
-2,874
| -9% | -$33.7K | ﹤0.01% | 2538 |
|
|
2019
Q1 | $379K | Buy |
33,763
+2,041
| +6% | +$22.9K | ﹤0.01% | 2436 |
|
|
2018
Q4 | $334K | Sell |
31,722
-1,153
| -4% | -$12.1K | ﹤0.01% | 2374 |
|
|
2018
Q3 | $383K | Buy |
32,875
+8,099
| +33% | +$94.4K | ﹤0.01% | 2445 |
|
|
2018
Q2 | $266K | Buy |
24,776
+5,580
| +29% | +$59.9K | ﹤0.01% | 2744 |
|
|
2018
Q1 | $208K | Buy |
19,196
+996
| +5% | +$10.8K | ﹤0.01% | 2915 |
|
|
2017
Q4 | $215K | Sell |
18,200
-4,186
| -19% | -$49.5K | ﹤0.01% | 2743 |
|
|
2017
Q3 | $274K | Sell |
22,386
-4,380
| -16% | -$53.6K | ﹤0.01% | 2428 |
|
|
2017
Q2 | $336K | Sell |
26,766
-79,795
| -75% | -$1M | ﹤0.01% | 2185 |
|
|
2017
Q1 | $1.27M | Buy |
106,561
+26,409
| +33% | +$314K | 0.01% | 1107 |
|
|
2016
Q4 | $898K | Buy |
80,152
+6,897
| +9% | +$77.3K | 0.01% | 1290 |
|
|
2016
Q3 | $841K | Buy |
73,255
+143
| +0.2% | +$1.64K | 0.01% | 1330 |
|
|
2016
Q2 | $911K | Sell |
73,112
-69,527
| -49% | -$866K | 0.01% | 1234 |
|
|
2016
Q1 | $1.67M | Buy |
142,639
+1,470
| +1% | +$17.2K | ﹤0.01% | 1319 |
|
|
2015
Q4 | $1.5M | Buy |
141,169
+69,106
| +96% | +$736K | ﹤0.01% | 1360 |
|
|
2015
Q3 | $744K | Sell |
72,063
-3,476
| -5% | -$35.9K | ﹤0.01% | 1466 |
|
|
2015
Q2 | $811K | Buy |
75,539
+12,259
| +19% | +$132K | ﹤0.01% | 1518 |
|
|
2015
Q1 | $778K | Sell |
63,280
-6,260
| -9% | -$77K | ﹤0.01% | 1541 |
|
|
2014
Q4 | $803K | Buy |
69,540
+1,371
| +2% | +$15.8K | ﹤0.01% | 1468 |
|
|
2014
Q3 | $744K | Sell |
68,169
-1,409
| -2% | -$15.4K | ﹤0.01% | 1488 |
|
|
2014
Q2 | $807K | Buy |
69,578
+8,067
| +13% | +$93.6K | ﹤0.01% | 1482 |
|
|
2014
Q1 | $698K | Buy |
61,511
+11,631
| +23% | +$132K | ﹤0.01% | 1495 |
|
|
2013
Q4 | $503K | Buy |
49,880
+5,853
| +13% | +$59K | ﹤0.01% | 1720 |
|
|
2013
Q3 | $440K | Sell |
44,027
-9,996
| -19% | -$99.9K | ﹤0.01% | 1744 |
|
|
2013
Q2 | $593K | Buy |
+54,023
| New | +$593K | ﹤0.01% | 1447 |
|