RFA
Resurgent Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
4,153
-378
| -8% | -$134K | 0.81% | 29 |
|
|
2025
Q1 | $1.59M | Buy |
4,531
+27
| +0.6% | +$9.46K | 0.95% | 24 |
|
|
2024
Q4 | $1.42M | Sell |
4,504
-153
| -3% | -$48.4K | 0.84% | 31 |
|
|
2024
Q3 | $1.28M | Sell |
4,657
-62
| -1% | -$17K | 0.75% | 34 |
|
|
2024
Q2 | $1.24M | Sell |
4,719
-1,231
| -21% | -$323K | 0.77% | 35 |
|
|
2024
Q1 | $1.66M | Buy |
5,950
+1,800
| +43% | +$502K | 0.88% | 32 |
|
|
2023
Q4 | $1.08M | Sell |
4,150
-47
| -1% | -$12.2K | 0.66% | 32 |
|
|
2023
Q3 | $965K | Sell |
4,197
-322
| -7% | -$74.1K | 0.66% | 37 |
|
|
2023
Q2 | $1.07M | Sell |
4,519
-105
| -2% | -$24.9K | 0.71% | 34 |
|
|
2023
Q1 | $1.04M | Sell |
4,624
-3,005
| -39% | -$677K | 0.69% | 36 |
|
|
2022
Q4 | $1.59M | Buy |
7,629
+101
| +1% | +$21K | 0.84% | 23 |
|
|
2022
Q3 | $1.34M | Buy |
7,528
+487
| +7% | +$86.6K | 0.89% | 27 |
|
|
2022
Q2 | $1.39M | Buy |
7,041
+417
| +6% | +$82.1K | 0.89% | 26 |
|
|
2022
Q1 | $1.47M | Buy |
6,624
+1,791
| +37% | +$397K | 0.91% | 24 |
|
|
2021
Q4 | $1.05M | Buy |
+4,833
| New | +$1.05M | 0.84% | 31 |
|