Raymond James Financial Services Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.92M | Sell |
160,693
-12,894
| -7% | -$154K | ﹤0.01% | 1747 |
|
|
2024
Q2 | $1.81M | Sell |
173,587
-62,427
| -26% | -$652K | ﹤0.01% | 1725 |
|
|
2024
Q1 | $2.5M | Sell |
236,014
-7,903
| -3% | -$83.9K | ﹤0.01% | 1530 |
|
|
2023
Q4 | $2.41M | Sell |
243,917
-11,688
| -5% | -$115K | ﹤0.01% | 1474 |
|
|
2023
Q3 | $2.33M | Buy |
255,605
+92
| +0% | +$840 | ﹤0.01% | 1415 |
|
|
2023
Q2 | $2.52M | Buy |
255,513
+24,216
| +10% | +$239K | ﹤0.01% | 1390 |
|
|
2023
Q1 | $2.45M | Buy |
231,297
+152,020
| +192% | +$1.61M | ﹤0.01% | 1372 |
|
|
2022
Q4 | $881K | Buy |
+79,277
| New | +$881K | ﹤0.01% | 1919 |
|
|
2019
Q3 | – | Sell |
-10,907
| Closed | -$161K | – | 2855 |
|
|
2019
Q2 | $161K | Sell |
10,907
-952
| -8% | -$14.1K | ﹤0.01% | 2589 |
|
|
2019
Q1 | $163K | Buy |
+11,859
| New | +$163K | ﹤0.01% | 2545 |
|