Resurgent Financial Advisors LLC historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Resurgent Financial Advisors LLC opened 2 positions, added to 16, reduced 10 and sold out of 3.
- Q2 2026: Stock BANK OF AMER CORP; Country of operation United States; Class 7.25%CNV PFD L; Shares before 528.
- Q4 2025: Stock BANK AMERICA CORP; Country of operation United States; Class 7.25%CNV PFD L; Shares before 533.
- Q1 2025: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 13,662.
- Q4 2024: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 16,779.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1912339), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-03-31.
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