Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,760
| Closed | -$101K | – | 3463 |
|
|
2024
Q3 | $101K | Hold |
10,760
| – | – | ﹤0.01% | 3239 |
|
|
2024
Q2 | $91.1K | Hold |
10,760
| – | – | ﹤0.01% | 3228 |
|
|
2024
Q1 | $90.8K | Hold |
10,760
| – | – | ﹤0.01% | 3208 |
|
|
2023
Q4 | $85.7K | Hold |
10,760
| – | – | ﹤0.01% | 3181 |
|
|
2023
Q3 | $80.1K | Hold |
10,760
| – | – | ﹤0.01% | 3139 |
|
|
2023
Q2 | $86.2K | Hold |
10,760
| – | – | ﹤0.01% | 3188 |
|
|
2023
Q1 | $88.8K | Hold |
10,760
| – | – | ﹤0.01% | 3191 |
|
|
2022
Q4 | $92.5K | Hold |
10,760
| – | – | ﹤0.01% | 3142 |
|
|
2022
Q3 | $92K | Hold |
10,760
| – | – | ﹤0.01% | 3116 |
|
|
2022
Q2 | $102K | Hold |
10,760
| – | – | ﹤0.01% | 3150 |
|
|
2022
Q1 | $123K | Hold |
10,760
| – | – | ﹤0.01% | 3231 |
|
|
2021
Q4 | $137K | Buy |
+10,760
| New | +$137K | ﹤0.01% | 3224 |
|
|
2020
Q1 | – | Sell |
-11,500
| Closed | -$143K | – | 3011 |
|
|
2019
Q4 | $143K | Hold |
11,500
| – | – | ﹤0.01% | 2840 |
|
|
2019
Q3 | $139K | Hold |
11,500
| – | – | ﹤0.01% | 2722 |
|
|
2019
Q2 | $133K | Hold |
11,500
| – | – | ﹤0.01% | 2796 |
|
|
2019
Q1 | $128K | Hold |
11,500
| – | – | ﹤0.01% | 2669 |
|
|
2018
Q4 | $121K | Sell |
11,500
-250
| -2% | -$2.63K | ﹤0.01% | 2537 |
|
|
2018
Q3 | $136K | Buy |
11,750
+250
| +2% | +$2.89K | ﹤0.01% | 2643 |
|
|
2018
Q2 | $125K | Sell |
11,500
-6,000
| -34% | -$65.2K | ﹤0.01% | 2613 |
|
|
2018
Q1 | $189K | Buy |
17,500
+5,500
| +46% | +$59.4K | ﹤0.01% | 2486 |
|
|
2017
Q4 | $141K | Buy |
+12,000
| New | +$141K | ﹤0.01% | 2507 |
|