West Branch Capital’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 | $21K | Buy |
2,271
+30
| +1% | +$277 | 0.01% | 207 |
|
|
2025
Q1 | $20.7K | Buy |
2,241
+28
| +1% | +$258 | 0.01% | 221 |
|
|
2024
Q4 | $19.9K | Buy |
2,213
+34
| +2% | +$306 | 0.01% | 222 |
|
|
2024
Q3 | $20.5K | Buy |
2,179
+27
| +1% | +$254 | 0.01% | 224 |
|
|
2024
Q2 | $18.2K | Buy |
2,152
+28
| +1% | +$237 | 0.01% | 228 |
|
|
2024
Q1 | $17.9K | Buy |
2,124
+26
| +1% | +$219 | 0.01% | 232 |
|
|
2023
Q4 | $16.7K | Buy |
2,098
+1,025
| +96% | +$8.16K | 0.01% | 240 |
|
|
2023
Q3 | $7.99K | Buy |
1,073
+18
| +2% | +$134 | ﹤0.01% | 293 |
|
|
2023
Q2 | $8.45K | Buy |
1,055
+19
| +2% | +$152 | ﹤0.01% | 300 |
|
|
2023
Q1 | $8.55K | Buy |
1,036
+18
| +2% | +$149 | ﹤0.01% | 300 |
|
|
2022
Q4 | $8.76K | Buy |
1,018
+12
| +1% | +$103 | 0.01% | 296 |
|
|
2022
Q3 | $9K | Hold |
1,006
| – | – | 0.01% | 293 |
|
|
2022
Q2 | $10K | Hold |
1,006
| – | – | 0.01% | 279 |
|
|
2022
Q1 | $12K | Hold |
1,006
| – | – | 0.01% | 283 |
|
|
2021
Q4 | $13K | Hold |
1,006
| – | – | 0.01% | 304 |
|
|
2021
Q3 | $13K | Hold |
1,006
| – | – | 0.01% | 287 |
|
|
2021
Q2 | $13K | Buy |
+1,006
| New | +$13K | 0.01% | 301 |
|