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Capital Investment Advisors, LLC → DFP
Capital Investment Advisors, LLC DFP Position History
Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. • Financial Services
Quarters held
5
Latest value
$513K
Q3 2026
Peak value
$534K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $534K |
| Q1 2026 | $516K |
| Q1 2026 | $516K |
| Q2 2026 | $494K |
| Q3 2026 | $513K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $513K | 27.2K | — | — |
| Q2 2026 | $494K | 23.9K | — | — |
| Q1 2026 | $516K | 25.7K | — | — |
| Q1 2026 | $516K | 25.7K | — | — |
| Q4 2025 | $534K | 25.7K | — | — |