NewEdge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $248K | Sell |
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|
2025
Q3 | $267K | Sell |
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|
2025
Q2 | $287K | Buy |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $282K | Sell |
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|
2024
Q2 | $271K | Buy |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $317K | Buy |
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|
2023
Q3 | $161K | Sell |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $303K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q4 | $319K | Buy |
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