Steward Partners Investment Advisory’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
438,932
+48,269
| +12% | +$1.48M | 0.11% | 193 |
|
|
2025
Q1 | $12M | Buy |
390,663
+48,450
| +14% | +$1.49M | 0.11% | 190 |
|
|
2024
Q4 | $10.8M | Buy |
342,213
+28,338
| +9% | +$891K | 0.1% | 211 |
|
|
2024
Q3 | $10.4M | Buy |
313,875
+7,110
| +2% | +$236K | 0.1% | 208 |
|
|
2024
Q2 | $9.68M | Buy |
306,765
+36,751
| +14% | +$1.16M | 0.1% | 200 |
|
|
2024
Q1 | $8.7M | Buy |
270,014
+46,345
| +21% | +$1.49M | 0.1% | 225 |
|
|
2023
Q4 | $6.98M | Buy |
223,669
+43,160
| +24% | +$1.35M | 0.09% | 220 |
|
|
2023
Q3 | $5.44M | Buy |
180,509
+13,620
| +8% | +$411K | 0.08% | 241 |
|
|
2023
Q2 | $5.16M | Buy |
166,889
+35,433
| +27% | +$1.1M | 0.08% | 257 |
|
|
2023
Q1 | $4.1M | Sell |
131,456
-27,228
| -17% | -$850K | 0.07% | 290 |
|
|
2022
Q4 | $4.84M | Buy |
158,684
+26,889
| +20% | +$821K | 0.08% | 253 |
|
|
2022
Q3 | $4.17M | Buy |
131,795
+6,028
| +5% | +$191K | 0.08% | 264 |
|
|
2022
Q2 | $4.14M | Sell |
125,767
-6,654
| -5% | -$219K | 0.08% | 271 |
|
|
2022
Q1 | $4.82M | Sell |
132,421
-14,104
| -10% | -$514K | 0.07% | 268 |
|
|
2021
Q4 | $5.78M | Buy |
146,525
+3,520
| +2% | +$139K | 0.09% | 240 |
|
|
2021
Q3 | $5.55M | Sell |
143,005
-91
| -0.1% | -$3.53K | 0.1% | 233 |
|
|
2021
Q2 | $5.63M | Buy |
143,096
+3,127
| +2% | +$123K | 0.1% | 220 |
|
|
2021
Q1 | $5.37M | Sell |
139,969
-106,204
| -43% | -$4.08M | 0.09% | 222 |
|
|
2020
Q4 | $9.48M | Buy |
246,173
+5,827
| +2% | +$224K | 0.21% | 124 |
|
|
2020
Q3 | $8.76M | Buy |
240,346
+1,301
| +0.5% | +$47.4K | 0.22% | 116 |
|
|
2020
Q2 | $8.28M | Sell |
239,045
-4,602
| -2% | -$159K | 0.24% | 113 |
|
|
2020
Q1 | $7.76M | Buy |
243,647
+3,304
| +1% | +$105K | 0.28% | 91 |
|
|
2019
Q4 | $9.03M | Buy |
240,343
+4,324
| +2% | +$163K | 0.27% | 94 |
|
|
2019
Q3 | $8.86M | Buy |
236,019
+3,746
| +2% | +$141K | 0.3% | 79 |
|
|
2019
Q2 | $8.56M | Sell |
232,273
-6,342
| -3% | -$234K | 0.31% | 76 |
|
|
2019
Q1 | $8.72M | Sell |
238,615
-812
| -0.3% | -$29.7K | 0.37% | 66 |
|
|
2018
Q4 | $8.2M | Sell |
239,427
-14,296
| -6% | -$489K | 0.4% | 62 |
|
|
2018
Q3 | $9.42M | Buy |
253,723
+221,077
| +677% | +$8.21M | 0.45% | 51 |
|
|
2018
Q2 | $1.23M | Sell |
32,646
-2,312
| -7% | -$87.2K | 0.07% | 263 |
|
|
2018
Q1 | $1.31M | Sell |
34,958
-59,413
| -63% | -$2.23M | 0.09% | 227 |
|
|
2017
Q4 | $3.59M | Buy |
94,371
+60,957
| +182% | +$2.32M | 0.27% | 95 |
|
|
2017
Q3 | $1.3M | Sell |
33,414
-1,410
| -4% | -$54.7K | 0.13% | 158 |
|
|
2017
Q2 | $1.36M | Buy |
34,824
+27,541
| +378% | +$1.08M | 0.15% | 145 |
|
|
2017
Q1 | $281K | Buy |
7,283
+5,486
| +305% | +$212K | 0.04% | 279 |
|
|
2016
Q4 | $66K | Buy |
+1,797
| New | +$66K | 0.03% | 287 |
|