Stifel Financial’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.68M | Sell |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.79M | Sell |
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|
2024
Q2 | $2.83M | Buy |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $2.34M | Sell |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $2.26M | Buy |
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|
2023
Q1 | $2.04M | Buy |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.56M | Buy |
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|
2022
Q1 | $1.77M | Buy |
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|
2021
Q4 | $892K | Buy |
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|
2021
Q3 | $500K | Sell |
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|
2021
Q2 | $809K | Buy |
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