Bank of New York Mellon’s Finance of America Companies FOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
+11,370
| New | +$265K | ﹤0.01% | 3834 |
|
|
2024
Q3 | – | Sell |
-1,360
| Closed | -$6.71K | – | 4109 |
|
|
2024
Q2 | $6.71K | Sell |
1,360
-14,682
| -92% | -$72.4K | ﹤0.01% | 4102 |
|
|
2024
Q1 | $118K | Buy |
16,042
+1,336
| +9% | +$9.82K | ﹤0.01% | 4009 |
|
|
2023
Q4 | $162K | Hold |
14,706
| – | – | ﹤0.01% | 4002 |
|
|
2023
Q3 | $188K | Buy |
14,706
+541
| +4% | +$6.93K | ﹤0.01% | 3967 |
|
|
2023
Q2 | $271K | Buy |
14,165
+3,551
| +33% | +$67.8K | ﹤0.01% | 3876 |
|
|
2023
Q1 | $132K | Hold |
10,614
| – | – | ﹤0.01% | 4021 |
|
|
2022
Q4 | $135K | Sell |
10,614
-10,319
| -49% | -$131K | ﹤0.01% | 4073 |
|
|
2022
Q3 | $309K | Buy |
20,933
+1,309
| +7% | +$19.3K | ﹤0.01% | 3819 |
|
|
2022
Q2 | $308K | Buy |
19,624
+1,023
| +5% | +$16.1K | ﹤0.01% | 3860 |
|
|
2022
Q1 | $566K | Sell |
18,601
-1,234
| -6% | -$37.5K | ﹤0.01% | 3634 |
|
|
2021
Q4 | $787K | Buy |
19,835
+9,177
| +86% | +$364K | ﹤0.01% | 3522 |
|
|
2021
Q3 | $528K | Buy |
10,658
+2,354
| +28% | +$117K | ﹤0.01% | 3779 |
|
|
2021
Q2 | $634K | Buy |
+8,304
| New | +$634K | ﹤0.01% | 3654 |
|