Shaker Financial Services, LLC FLAHERTY & CRUMRINE DYNAMIC Transaction History

Shaker Financial Services, LLC

73,872

Previous 75,240 1.82%

Previous $0 NaN%

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	N/A	-1,368 Reduced 1.82%	73,872 $0
Q4 2024 Feb 13, 2025	BUY	N/A	30,925 Added 69.78%	75,240 $0
Q3 2024 Oct 31, 2024	SELL	N/A	-34,693 Reduced 43.91%	44,315 $0
Q2 2024 Aug 02, 2024	BUY	N/A	629 Added 0.8%	79,008 $0
Q1 2024 May 13, 2024	BUY	N/A	29,947 Added 61.83%	78,379 $0
Q4 2023 Feb 07, 2024	BUY	N/A	30,095 Added 164.12%	48,432 $0
Q3 2023 Nov 02, 2023	BUY	N/A	18,337 New	18,337 $0
Q4 2022 Feb 03, 2023	BUY	N/A	15,729 New	15,729 $0
Q1 2020 May 01, 2020	SELL	N/A	-14,607 Closed	0 $0
Q4 2019 Feb 04, 2020	SELL	N/A	-25,224 Reduced 63.33%	14,607 $391,000
Q3 2019 Oct 30, 2019	BUY	N/A	2,750 Added 7.42%	39,831 $1.04 Million
Q2 2019 Aug 08, 2019	BUY	N/A	37,081 New	37,081 $928,000
Q1 2019 May 06, 2019	SELL	N/A	-18,337 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	N/A	18,337 New	18,337 $374,000

Get notified when there are updates to the investment portfolio of Shaker Financial Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Shaker Financial Services, LLC with notifications on news.