Steward Partners Investment Advisory’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.48K | Hold |
750
| – | – | ﹤0.01% | 3288 |
|
|
2025
Q1 | $8.42K | Hold |
750
| – | – | ﹤0.01% | 3168 |
|
|
2024
Q4 | $8.43K | Hold |
750
| – | – | ﹤0.01% | 3168 |
|
|
2024
Q3 | $8.96K | Hold |
750
| – | – | ﹤0.01% | 2987 |
|
|
2024
Q2 | $7.83K | Hold |
750
| – | – | ﹤0.01% | 2906 |
|
|
2024
Q1 | $7.96K | Hold |
750
| – | – | ﹤0.01% | 2895 |
|
|
2023
Q4 | $7.41K | Hold |
750
| – | – | ﹤0.01% | 2821 |
|
|
2023
Q3 | $6.85K | Buy |
+750
| New | +$6.85K | ﹤0.01% | 2716 |
|
|
2022
Q1 | – | Sell |
-571
| Closed | -$10K | – | 3350 |
|
|
2021
Q4 | $10K | Buy |
+571
| New | +$10K | ﹤0.01% | 2603 |
|