Sowell Financial Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-154,997	Closed	-$1.26M	–	1157
2025 Q4	$1.26M	Sell	154,997 -280	-0.2%	-$2.27K	0.05%	384
2025 Q3	$1.27M	Buy	+155,277	New	+$1.26M	0.05%	371
2025 Q2	–	Sell	-252,300	Closed	-$2.01M	–	1070
2025 Q1	$2.01M	Sell	252,300 -61,612	-20%	-$492K	0.09%	238
2024 Q4	$2.47M	Buy	313,912 +3,534	+1%	+$28.4K	0.13%	176
2024 Q3	$2.53M	Sell	310,378 -18,429	-6%	-$143K	0.12%	195
2024 Q2	$2.48M	Sell	328,807 -1,293	-0.4%	-$9.29K	0.12%	179
2024 Q1	$2.39M	Buy	330,100 +78,533	+31%	+$557K	0.11%	190
2023 Q4	$1.7M	Buy	+251,567	New	+$1.6M	0.09%	238
2021 Q2	–	Sell	-5,588	Closed	-$55K	–	1678
2021 Q1	$55K	Buy	5,588 +4,627	+481%	+$42.7K	﹤0.01%	1615
2020 Q4	$9K	Sell	961 -907	-49%	-$8.05K	﹤0.01%	2065
2020 Q3	$16K	Buy	1,868 +15	+0.8%	+$129	﹤0.01%	1653
2020 Q2	$15K	Buy	1,853 +314	+20%	+$2.51K	﹤0.01%	1550
2020 Q1	$11K	Sell	1,539 -7,799	-84%	-$74K	﹤0.01%	1581
2019 Q4	$98K	Sell	9,338 -214	-2%	-$2.17K	0.01%	926
2019 Q3	$96K	Buy	+9,552	New	+$94.5K	0.01%	842