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Shaker Financial Services, LLC → DFP
Shaker Financial Services, LLC DFP Position History
Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. • Financial Services
Quarters held
4
Latest value
$390K
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q4 2025 | $1.2M |
| Q2 2026 | $427K |
| Q3 2026 | $390K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $390K | 20.7K | — | — |
| Q2 2026 | $427K | 20.7K | — | — |
| Q4 2025 | $1.2M | 57.0K | — | — |
| Q3 2025 | $1.5M | 69.4K | — | — |