Steward Partners Investment Advisory’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.5K | Hold |
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|
2025
Q1 | $56.7K | Hold |
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|
2024
Q4 | $55.8K | Buy |
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|
2024
Q3 | $38.7K | Hold |
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|
2024
Q2 | $34.6K | Hold |
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|
2024
Q1 | $34.5K | Hold |
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|
2023
Q4 | $31.9K | Hold |
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|
2023
Q3 | $30.2K | Sell |
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|
2023
Q2 | $54.1K | Sell |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | $183K | Buy |
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|
2022
Q3 | $181K | Sell |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $323K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $262K | Buy |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $956K | Buy |
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|
2020
Q4 | $179K | Sell |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q2 | $143K | Buy |
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|
2020
Q1 | $67K | Buy |
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|
2019
Q4 | $73K | Buy |
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|
2019
Q3 | $33K | Hold |
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|
2019
Q2 | $32K | Buy |
|