NewEdge Advisors’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 | $287K | Buy |
31,081
+2,709
| +10% | +$25.1K | ﹤0.01% | 2044 |
|
|
2025
Q1 | $262K | Hold |
28,372
| – | – | ﹤0.01% | 1972 |
|
|
2024
Q4 | $256K | Sell |
28,372
-1,600
| -5% | -$14.4K | ﹤0.01% | 1962 |
|
|
2024
Q3 | $282K | Sell |
29,972
-2,053
| -6% | -$19.3K | ﹤0.01% | 1844 |
|
|
2024
Q2 | $271K | Buy |
32,025
+3,000
| +10% | +$25.4K | ﹤0.01% | 1776 |
|
|
2024
Q1 | $245K | Sell |
29,025
-9,900
| -25% | -$83.6K | ﹤0.01% | 1739 |
|
|
2023
Q4 | $317K | Buy |
38,925
+17,300
| +80% | +$141K | ﹤0.01% | 1525 |
|
|
2023
Q3 | $161K | Sell |
21,625
-14,300
| -40% | -$106K | ﹤0.01% | 1692 |
|
|
2023
Q2 | $288K | Buy |
35,925
+400
| +1% | +$3.2K | ﹤0.01% | 1469 |
|
|
2023
Q1 | $266K | Sell |
35,525
-6
| -0% | -$45 | ﹤0.01% | 1419 |
|
|
2022
Q4 | $303K | Buy |
35,531
+2,806
| +9% | +$23.9K | 0.01% | 999 |
|
|
2022
Q3 | $281K | Buy |
32,725
+563
| +2% | +$4.83K | ﹤0.01% | 1239 |
|
|
2022
Q2 | $306K | Buy |
32,162
+3,000
| +10% | +$28.5K | 0.01% | 1204 |
|
|
2022
Q1 | $336K | Buy |
29,162
+4,100
| +16% | +$47.2K | 0.01% | 933 |
|
|
2021
Q4 | $319K | Buy |
+25,062
| New | +$319K | ﹤0.01% | 1294 |
|