Resonant Capital 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 | – | Sell |
-10,000
| Closed | -$92.2K | – | 420 |
|
|
2025
Q1 | $92.2K | Hold |
10,000
| – | – | 0.01% | 369 |
|
|
2024
Q4 | $90.1K | Hold |
10,000
| – | – | 0.01% | 344 |
|
|
2024
Q3 | $94.1K | Hold |
10,000
| – | – | 0.01% | 351 |
|
|
2024
Q2 | $84.7K | Hold |
10,000
| – | – | 0.01% | 336 |
|
|
2024
Q1 | $84.4K | Hold |
10,000
| – | – | 0.01% | 340 |
|
|
2023
Q4 | $79.6K | Hold |
10,000
| – | – | 0.01% | 286 |
|
|
2023
Q3 | $74.4K | Hold |
10,000
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $80.1K | Buy |
+10,000
| New | +$80.1K | 0.01% | 269 |
|