Sowell Financial Services’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Hold |
39,073
| – | – | 0.01% | 714 |
|
|
2025
Q1 | $360K | Hold |
39,073
| – | – | 0.02% | 691 |
|
|
2024
Q4 | $352K | Hold |
39,073
| – | – | 0.02% | 454 |
|
|
2024
Q3 | $368K | Hold |
39,073
| – | – | 0.02% | 480 |
|
|
2024
Q2 | $331K | Hold |
39,073
| – | – | 0.02% | 486 |
|
|
2024
Q1 | $330K | Hold |
39,073
| – | – | 0.02% | 507 |
|
|
2023
Q4 | $311K | Buy |
+39,073
| New | +$311K | 0.02% | 494 |
|