TCFG WEALTH MANAGEMENT, LLC historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 6 quarters from 2024-09-30 to 2026-03-31, TCFG WEALTH MANAGEMENT, LLC opened 2 positions, added to 3, reduced 7 and sold out of 2.
- Q4 2025: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 20,102.
- Q3 2025: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 20,210.
- Q3 2025: Stock BANK AMERICA CORP; Country of operation United States; Class 7.25%CNV PFD L; Shares before 355.
- Q2 2025: Stock BANK AMERICA CORP; Country of operation United States; Class 7.25%CNV PFD L; Shares before 460.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1548059), 6 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30). 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 2024-09-30.
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