Flaherty & Crumrine Dyn P shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Flaherty & Crumrine Dyn P (DFP) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Flaherty & Crumrine Dyn P
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All positions including Flaherty & Crumrine Dyn P held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Flaherty & Crumrine Dyn P by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $655k | 30k | 21.64 |
| 2025-06-30 | $556k | 27k | 20.53 |
| 2025-03-31 | $537k | 27k | 20.24 |
| 2024-12-31 | $364k | 18k | 19.94 |
| 2024-09-30 | $351k | 16k | 21.50 |
| 2024-06-30 | $296k | 15k | 19.20 |
| 2024-03-31 | $193k | 10k | 19.17 |
| 2023-12-31 | $208k | 12k | 17.75 |
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