Sit Investment Associates’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Buy |
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|
2025
Q1 | $4.71M | Buy |
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|
2024
Q4 | $3.99M | Buy |
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|
2024
Q3 | $3.79M | Sell |
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|
2024
Q2 | $3.75M | Buy |
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|
2024
Q1 | $3.09M | Buy |
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|
2023
Q4 | $832K | Buy |
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|
2023
Q3 | $70K | Hold |
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|
2023
Q2 | $75K | Hold |
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|
2023
Q1 | $81K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $36K | Buy |
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