Wells Fargo’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $393K | Sell |
42,482
-1,532
| -3% | -$14.2K | ﹤0.01% | 3950 |
|
2025
Q1 | $406K | Buy |
44,014
+10,346
| +31% | +$95.4K | ﹤0.01% | 3815 |
|
2024
Q4 | $303K | Buy |
33,668
+10,886
| +48% | +$98.1K | ﹤0.01% | 4040 |
|
2024
Q3 | $214K | Sell |
22,782
-2,422
| -10% | -$22.8K | ﹤0.01% | 4139 |
|
2024
Q2 | $213K | Sell |
25,204
-7,813
| -24% | -$66.2K | ﹤0.01% | 4126 |
|
2024
Q1 | $279K | Buy |
33,017
+2,280
| +7% | +$19.2K | ﹤0.01% | 3904 |
|
2023
Q4 | $245K | Sell |
30,737
-6,997
| -19% | -$55.7K | ﹤0.01% | 3966 |
|
2023
Q3 | $281K | Sell |
37,734
-1,352
| -3% | -$10.1K | ﹤0.01% | 3848 |
|
2023
Q2 | $313K | Buy |
39,086
+2,818
| +8% | +$22.6K | ﹤0.01% | 4066 |
|
2023
Q1 | $299K | Buy |
36,268
+3,919
| +12% | +$32.3K | ﹤0.01% | 3932 |
|
2022
Q4 | $278K | Buy |
32,349
+8,995
| +39% | +$77.4K | ﹤0.01% | 3751 |
|
2022
Q3 | $201K | Sell |
23,354
-6,226
| -21% | -$53.6K | ﹤0.01% | 3968 |
|
2022
Q2 | $282K | Buy |
29,580
+8,500
| +40% | +$81K | ﹤0.01% | 3864 |
|
2022
Q1 | $243K | Sell |
21,080
-7,673
| -27% | -$88.5K | ﹤0.01% | 4578 |
|
2021
Q4 | $367K | Sell |
28,753
-239
| -0.8% | -$3.05K | ﹤0.01% | 4578 |
|
2021
Q3 | $372K | Hold |
28,992
| – | – | ﹤0.01% | 4566 |
|
2021
Q2 | $387K | Sell |
28,992
-3,662
| -11% | -$48.9K | ﹤0.01% | 4470 |
|
2021
Q1 | $430K | Sell |
32,654
-618
| -2% | -$8.14K | ﹤0.01% | 4470 |
|
2020
Q4 | $436K | Buy |
33,272
+2,983
| +10% | +$39.1K | ﹤0.01% | 4525 |
|
2020
Q3 | $361K | Sell |
30,289
-3,194
| -10% | -$38.1K | ﹤0.01% | 4462 |
|
2020
Q2 | $373K | Sell |
33,483
-7,351
| -18% | -$81.9K | ﹤0.01% | 4396 |
|
2020
Q1 | $404K | Buy |
40,834
+479
| +1% | +$4.74K | ﹤0.01% | 4066 |
|
2019
Q4 | $497K | Buy |
40,355
+3,422
| +9% | +$42.1K | ﹤0.01% | 4273 |
|
2019
Q3 | $451K | Sell |
36,933
-625
| -2% | -$7.63K | ﹤0.01% | 4332 |
|
2019
Q2 | $440K | Buy |
37,558
+999
| +3% | +$11.7K | ﹤0.01% | 4343 |
|
2019
Q1 | $410K | Sell |
36,559
-8,501
| -19% | -$95.3K | ﹤0.01% | 4390 |
|
2018
Q4 | $475K | Sell |
45,060
-2,462
| -5% | -$26K | ﹤0.01% | 4244 |
|
2018
Q3 | $553K | Buy |
47,522
+5,437
| +13% | +$63.3K | ﹤0.01% | 4270 |
|
2018
Q2 | $452K | Buy |
42,085
+3,763
| +10% | +$40.4K | ﹤0.01% | 4418 |
|
2018
Q1 | $416K | Buy |
38,322
+8,098
| +27% | +$87.9K | ﹤0.01% | 4415 |
|
2017
Q4 | $357K | Sell |
30,224
-851
| -3% | -$10.1K | ﹤0.01% | 4504 |
|
2017
Q3 | $380K | Buy |
31,075
+438
| +1% | +$5.36K | ﹤0.01% | 4385 |
|
2017
Q2 | $385K | Buy |
30,637
+5,741
| +23% | +$72.1K | ﹤0.01% | 4264 |
|
2017
Q1 | $296K | Sell |
24,896
-6,092
| -20% | -$72.4K | ﹤0.01% | 4425 |
|
2016
Q4 | $345K | Buy |
30,988
+3,225
| +12% | +$35.9K | ﹤0.01% | 4311 |
|
2016
Q3 | $320K | Sell |
27,763
-168
| -0.6% | -$1.94K | ﹤0.01% | 4067 |
|
2016
Q2 | $349K | Buy |
27,931
+5,143
| +23% | +$64.3K | ﹤0.01% | 3997 |
|
2016
Q1 | $269K | Sell |
22,788
-1
| -0% | -$12 | ﹤0.01% | 4105 |
|
2015
Q4 | $243K | Buy |
22,789
+315
| +1% | +$3.36K | ﹤0.01% | 4194 |
|
2015
Q3 | $231K | Sell |
22,474
-1,902
| -8% | -$19.6K | ﹤0.01% | 4245 |
|
2015
Q2 | $259K | Sell |
24,376
-56,770
| -70% | -$603K | ﹤0.01% | 4334 |
|
2015
Q1 | $988K | Sell |
81,146
-4,758
| -6% | -$57.9K | ﹤0.01% | 3490 |
|
2014
Q4 | $992K | Buy |
85,904
+18,108
| +27% | +$209K | ﹤0.01% | 3462 |
|
2014
Q3 | $737K | Sell |
67,796
-75,237
| -53% | -$818K | ﹤0.01% | 3625 |
|
2014
Q2 | $1.66M | Buy |
143,033
+32,153
| +29% | +$373K | ﹤0.01% | 3095 |
|
2014
Q1 | $1.26M | Buy |
110,880
+89,075
| +409% | +$1.01M | ﹤0.01% | 3295 |
|
2013
Q4 | $220K | Buy |
21,805
+4,951
| +29% | +$50K | ﹤0.01% | 4144 |
|
2013
Q3 | $172K | Sell |
16,854
-4,579
| -21% | -$46.7K | ﹤0.01% | 4233 |
|
2013
Q2 | $235K | Buy |
+21,433
| New | +$235K | ﹤0.01% | 4029 |
|