UMB Bank’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$977K Hold
2025
Q1
$969K Hold
2024
Q4
$971K Buy
2023
Q1
Sell
2022
Q4
$11K Sell
2022
Q3
$21K Hold
2022
Q2
$25K Hold
2022
Q1
$28K Sell
2021
Q4
$58K Buy