Capital Analysts, LLC FLAHERTY & CRUMRINE DYNAMIC Transaction History

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Number of Shares
33,588
Previous 35,493 5.37%
Holding current value
$680,000
Previous $708,000 3.95%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
N/A
-1,905 Reduced 5.37%
33,588 $680,000
Q4 2024

Feb 14, 2025
BUY
N/A
3,156 Added 9.76%
35,493 $708,000
Q3 2024

Nov 13, 2024
SELL
N/A
-11,808 Reduced 26.75%
32,337 $695,000
Q2 2024

Aug 14, 2024
BUY
N/A
1,761 Added 4.15%
44,145 $848,000
Q1 2024

May 14, 2024
BUY
N/A
6,213 Added 17.18%
42,384 $813,000
Q4 2023

Jan 30, 2024
BUY
N/A
21,572 Added 147.76%
36,171 $642,000
Q3 2023

Nov 13, 2023
BUY
N/A
14,599 New
14,599 $245,000
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