SOA Wealth Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.3K	Buy	985 +18	+2%	+$294	﹤0.01%	534
2025 Q4	$16K	Buy	967 +17	+2%	+$283	﹤0.01%	537
2025 Q3	$16.1K	Buy	950 +16	+2%	+$263	﹤0.01%	552
2025 Q2	$15.2K	Buy	934 +16	+2%	+$249	﹤0.01%	549
2025 Q1	$14.6K	Buy	918 +16	+2%	+$255	﹤0.01%	516
2024 Q4	$14K	Buy	902 +15	+2%	+$239	﹤0.01%	506
2024 Q3	$14.5K	Buy	887 +15	+2%	+$231	﹤0.01%	494
2024 Q2	$12.9K	Buy	872 +16	+2%	+$231	﹤0.01%	502
2024 Q1	$12.7K	Buy	856 +19	+2%	+$274	﹤0.01%	505
2023 Q4	$11.6K	Sell	837 -338	-29%	-$4.45K	﹤0.01%	503
2023 Q3	$15.2K	Buy	1,175 +22	+2%	+$297	﹤0.01%	465
2023 Q2	$15.8K	Buy	1,153 +22	+2%	+$302	﹤0.01%	464
2023 Q1	$15.7K	Buy	1,131 +20	+2%	+$318	﹤0.01%	466
2022 Q4	$16.7K	Buy	1,111 +22	+2%	+$334	﹤0.01%	439
2022 Q3	$16K	Buy	1,089 +22	+2%	+$374	﹤0.01%	428
2022 Q2	$17K	Buy	1,067 +20	+2%	+$362	0.01%	411
2022 Q1	$20K	Buy	1,047 +19	+2%	+$378	﹤0.01%	463
2021 Q4	$22K	Buy	1,028 +18	+2%	+$397	0.01%	434
2021 Q3	$22K	Buy	1,010 +16	+2%	+$366	0.01%	439
2021 Q2	$22K	Buy	994 +17	+2%	+$388	0.01%	443
2021 Q1	$22K	Buy	977 +5	+0.5%	+$113	0.01%	388
2020 Q4	$22K	Buy	+972	New	+$21.6K	0.01%	385