Seamount Financial Group’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Sell |
47,703
-3,360
| -7% | -$69K | 0.5% | 48 |
|
|
2025
Q1 | $1.03M | Buy |
51,063
+1,959
| +4% | +$39.7K | 0.7% | 38 |
|
|
2024
Q4 | $979K | Sell |
49,104
-9,553
| -16% | -$190K | 0.68% | 37 |
|
|
2024
Q3 | $1.26M | Sell |
58,657
-484
| -0.8% | -$10.4K | 0.95% | 28 |
|
|
2024
Q2 | $1.14M | Hold |
59,141
| – | – | 0.93% | 29 |
|
|
2024
Q1 | $1.13M | Sell |
59,141
-109
| -0.2% | -$2.09K | 0.99% | 26 |
|
|
2023
Q4 | $1.05M | Buy |
+59,250
| New | +$1.05M | 1.01% | 28 |
|