SFMG Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | $302K | Buy |
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|
2024
Q4 | $307K | Buy |
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|
2024
Q3 | $321K | Buy |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $294K | Buy |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $447K | Buy |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $479K | Hold |
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|
2021
Q4 | $519K | Buy |
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|
2021
Q3 | $510K | Buy |
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|
2021
Q2 | $517K | Buy |
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|
2021
Q1 | $505K | Sell |
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|
2020
Q4 | $520K | Buy |
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|
2020
Q3 | $463K | Buy |
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|
2020
Q2 | $440K | Buy |
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|
2020
Q1 | $404K | Buy |
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|
2019
Q4 | $477K | Buy |
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|
2019
Q3 | $476K | Buy |
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|
2019
Q2 | $474K | Buy |
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|
2019
Q1 | $464K | Sell |
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|
2018
Q4 | $462K | Buy |
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|
2018
Q3 | $467K | Buy |
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|
2018
Q2 | $490K | Sell |
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|
2018
Q1 | $526K | Buy |
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|
2017
Q4 | $494K | Sell |
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|
2017
Q3 | $533K | Buy |
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|
2017
Q2 | $537K | Buy |
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|
2017
Q1 | $502K | Buy |
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|
2016
Q4 | $480K | Sell |
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|
2016
Q3 | $534K | Buy |
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|
2016
Q2 | $286K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $286K | Buy |
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