Steward Partners Investment Advisory’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.5K | Hold |
2,800
| – | – | ﹤0.01% | 2400 |
|
|
2025
Q1 | $56.7K | Hold |
2,800
| – | – | ﹤0.01% | 2318 |
|
|
2024
Q4 | $55.8K | Buy |
2,800
+1,000
| +56% | +$19.9K | ﹤0.01% | 2278 |
|
|
2024
Q3 | $38.7K | Hold |
1,800
| – | – | ﹤0.01% | 2362 |
|
|
2024
Q2 | $34.6K | Hold |
1,800
| – | – | ﹤0.01% | 2280 |
|
|
2024
Q1 | $34.5K | Hold |
1,800
| – | – | ﹤0.01% | 2279 |
|
|
2023
Q4 | $32K | Hold |
1,800
| – | – | ﹤0.01% | 2160 |
|
|
2023
Q3 | $30.2K | Sell |
1,800
-1,306
| -42% | -$21.9K | ﹤0.01% | 2131 |
|
|
2023
Q2 | $54.1K | Sell |
3,106
-8,171
| -72% | -$142K | ﹤0.01% | 1850 |
|
|
2023
Q1 | $205K | Buy |
11,277
+1,481
| +15% | +$26.9K | ﹤0.01% | 1272 |
|
|
2022
Q4 | $183K | Buy |
9,796
+263
| +3% | +$4.92K | ﹤0.01% | 1280 |
|
|
2022
Q3 | $181K | Sell |
9,533
-3,868
| -29% | -$73.4K | ﹤0.01% | 1241 |
|
|
2022
Q2 | $288K | Buy |
13,401
+1,004
| +8% | +$21.6K | 0.01% | 1051 |
|
|
2022
Q1 | $323K | Buy |
12,397
+2,191
| +21% | +$57.1K | 0.01% | 1097 |
|
|
2021
Q4 | $284K | Buy |
10,206
+1,122
| +12% | +$31.2K | ﹤0.01% | 1160 |
|
|
2021
Q3 | $262K | Buy |
9,084
+2,062
| +29% | +$59.5K | ﹤0.01% | 1154 |
|
|
2021
Q2 | $206K | Sell |
7,022
-24,714
| -78% | -$725K | ﹤0.01% | 1519 |
|
|
2021
Q1 | $956K | Buy |
31,736
+25,576
| +415% | +$770K | 0.02% | 663 |
|
|
2020
Q4 | $179K | Sell |
6,160
-1,233
| -17% | -$35.8K | ﹤0.01% | 1122 |
|
|
2020
Q3 | $202K | Buy |
7,393
+1,533
| +26% | +$41.9K | 0.01% | 936 |
|
|
2020
Q2 | $143K | Buy |
5,860
+2,514
| +75% | +$61.3K | ﹤0.01% | 995 |
|
|
2020
Q1 | $67K | Buy |
3,346
+596
| +22% | +$11.9K | ﹤0.01% | 1157 |
|
|
2019
Q4 | $73K | Buy |
2,750
+1,450
| +112% | +$38.5K | ﹤0.01% | 1248 |
|
|
2019
Q3 | $33K | Hold |
1,300
| – | – | ﹤0.01% | 1528 |
|
|
2019
Q2 | $32K | Buy |
+1,300
| New | +$32K | ﹤0.01% | 1505 |
|