United Capital Financial Advisors’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 | $2.17M | Sell |
70,672
-7,452
| -10% | -$229K | 0.02% | 422 |
|
|
2025
Q1 | $2.4M | Sell |
78,124
-20,281
| -21% | -$623K | 0.02% | 389 |
|
|
2024
Q4 | $3.09M | Sell |
98,405
-2,606
| -3% | -$81.9K | 0.03% | 338 |
|
|
2024
Q3 | $3.36M | Sell |
101,011
-4,035
| -4% | -$134K | 0.03% | 325 |
|
|
2024
Q2 | $3.31M | Sell |
105,046
-40,348
| -28% | -$1.27M | 0.03% | 322 |
|
|
2024
Q1 | $4.69M | Buy |
145,394
+92,299
| +174% | +$2.97M | 0.04% | 295 |
|
|
2023
Q4 | $1.66M | Sell |
53,095
-15,501
| -23% | -$483K | 0.01% | 454 |
|
|
2023
Q3 | $2.07M | Buy |
68,596
+4,681
| +7% | +$141K | 0.01% | 420 |
|
|
2023
Q2 | $1.98M | Sell |
63,915
-4,418
| -6% | -$137K | 0.01% | 445 |
|
|
2023
Q1 | $2.13M | Buy |
68,333
+470
| +0.7% | +$14.7K | 0.01% | 438 |
|
|
2022
Q4 | $2.07M | Sell |
67,863
-18,834
| -22% | -$575K | 0.01% | 472 |
|
|
2022
Q3 | $2.75M | Sell |
86,697
-6,172
| -7% | -$195K | 0.02% | 419 |
|
|
2022
Q2 | $3.05M | Sell |
92,869
-3,400
| -4% | -$112K | 0.02% | 410 |
|
|
2022
Q1 | $3.51M | Sell |
96,269
-2,181
| -2% | -$79.4K | 0.02% | 419 |
|
|
2021
Q4 | $3.88M | Sell |
98,450
-6,083
| -6% | -$240K | 0.02% | 413 |
|
|
2021
Q3 | $4.06M | Buy |
104,533
+4,912
| +5% | +$191K | 0.02% | 404 |
|
|
2021
Q2 | $3.92M | Buy |
99,621
+727
| +0.7% | +$28.6K | 0.02% | 413 |
|
|
2021
Q1 | $3.8M | Sell |
98,894
-6,859
| -6% | -$263K | 0.02% | 398 |
|
|
2020
Q4 | $4.07M | Sell |
105,753
-94,846
| -47% | -$3.65M | 0.02% | 387 |
|
|
2020
Q3 | $7.31M | Sell |
200,599
-114,054
| -36% | -$4.16M | 0.05% | 281 |
|
|
2020
Q2 | $10.9M | Buy |
314,653
+57,896
| +23% | +$2.01M | 0.08% | 237 |
|
|
2020
Q1 | $8.18M | Sell |
256,757
-378,272
| -60% | -$12M | 0.07% | 264 |
|
|
2019
Q4 | $23.9M | Buy |
635,029
+148,035
| +30% | +$5.56M | 0.15% | 154 |
|
|
2019
Q3 | $18.3M | Buy |
486,994
+96,780
| +25% | +$3.63M | 0.13% | 194 |
|
|
2019
Q2 | $14.4M | Sell |
390,214
-90,856
| -19% | -$3.35M | 0.09% | 234 |
|
|
2019
Q1 | $17.6M | Buy |
481,070
+324,865
| +208% | +$11.9M | 0.12% | 180 |
|
|
2018
Q4 | $5.35M | Sell |
156,205
-761,544
| -83% | -$26.1M | 0.04% | 357 |
|
|
2018
Q3 | $34.1M | Buy |
917,749
+757,834
| +474% | +$28.1M | 0.24% | 95 |
|
|
2018
Q2 | $6.03M | Sell |
159,915
-25,082
| -14% | -$946K | 0.04% | 382 |
|
|
2018
Q1 | $6.95M | Sell |
184,997
-291,238
| -61% | -$10.9M | 0.05% | 356 |
|
|
2017
Q4 | $18.1M | Buy |
476,235
+5,728
| +1% | +$218K | 0.14% | 165 |
|
|
2017
Q3 | $18.3M | Buy |
470,507
+49,600
| +12% | +$1.92M | 0.15% | 149 |
|
|
2017
Q2 | $16.5M | Buy |
420,907
+92,671
| +28% | +$3.63M | 0.15% | 161 |
|
|
2017
Q1 | $12.7M | Sell |
328,236
-19,524
| -6% | -$756K | 0.12% | 201 |
|
|
2016
Q4 | $12.9M | Sell |
347,760
-332,956
| -49% | -$12.4M | 0.13% | 192 |
|
|
2016
Q3 | $26.9M | Sell |
680,716
-4,033
| -0.6% | -$159K | 0.26% | 82 |
|
|
2016
Q2 | $27.4M | Buy |
684,749
+233,320
| +52% | +$9.33M | 0.28% | 73 |
|
|
2016
Q1 | $17.6M | Sell |
451,429
-4,717
| -1% | -$184K | 0.19% | 103 |
|
|
2015
Q4 | $17.7M | Sell |
456,146
-29,256
| -6% | -$1.14M | 0.2% | 100 |
|
|
2015
Q3 | $18.7M | Buy |
485,402
+147,784
| +44% | +$5.7M | 0.23% | 86 |
|
|
2015
Q2 | $13.2M | Buy |
337,618
+119,658
| +55% | +$4.69M | 0.15% | 156 |
|
|
2015
Q1 | $8.71M | Buy |
217,960
+9,827
| +5% | +$392K | 0.11% | 240 |
|
|
2014
Q4 | $8.21M | Buy |
208,133
+12,097
| +6% | +$477K | 0.12% | 190 |
|
|
2014
Q3 | $7.75M | Sell |
196,036
-40,153
| -17% | -$1.59M | 0.13% | 185 |
|
|
2014
Q2 | $9.43M | Buy |
236,189
+60,624
| +35% | +$2.42M | 0.17% | 150 |
|
|
2014
Q1 | $6.85M | Buy |
175,565
+13,475
| +8% | +$526K | 0.15% | 167 |
|
|
2013
Q4 | $5.97M | Buy |
162,090
+10,015
| +7% | +$369K | 0.2% | 127 |
|
|
2013
Q3 | $5.78M | Sell |
152,075
-295,008
| -66% | -$11.2M | 0.18% | 121 |
|
|
2013
Q2 | $17.6M | Buy |
+447,083
| New | +$17.6M | 0.47% | 56 |
|