SA
PFD
SFI Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,267
| Closed | -$227K | – | 74 |
|
|
2025
Q1 | $227K | Sell |
20,267
-33,161
| -62% | -$372K | 0.17% | 62 |
|
|
2024
Q4 | $601K | Buy |
53,428
+34,355
| +180% | +$386K | 0.42% | 41 |
|
|
2024
Q3 | $228K | Sell |
19,073
-71,201
| -79% | -$851K | 0.16% | 62 |
|
|
2024
Q2 | $942K | Buy |
90,274
+831
| +0.9% | +$8.68K | 0.73% | 34 |
|
|
2024
Q1 | $949K | Buy |
89,443
+59,448
| +198% | +$631K | 0.74% | 34 |
|
|
2023
Q4 | $296K | Sell |
29,995
-18,864
| -39% | -$186K | 0.25% | 60 |
|
|
2023
Q3 | $446K | Buy |
48,859
+3,500
| +8% | +$32K | 0.44% | 42 |
|
|
2023
Q2 | $447K | Buy |
45,359
+7,519
| +20% | +$74.1K | 0.42% | 42 |
|
|
2023
Q1 | $401K | Buy |
37,840
+7,682
| +25% | +$81.5K | 0.4% | 42 |
|
|
2022
Q4 | $335K | Sell |
30,158
-10,763
| -26% | -$120K | 0.36% | 52 |
|
|
2022
Q3 | $434K | Buy |
40,921
+722
| +2% | +$7.66K | 0.5% | 39 |
|
|
2022
Q2 | $504K | Buy |
40,199
+6,238
| +18% | +$78.2K | 0.56% | 35 |
|
|
2022
Q1 | $470 | Buy |
+33,961
| New | +$470 | 0.29% | 39 |
|