Pathway Financial Advisors’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
Q3
$579K Hold
2025
Q2
$545K Buy
2025
Q1
$330K Buy
2024
Q4
$187K Sell
2024
Q3
$202K Sell
2024
Q2
$248K Buy