BAM
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Bastion Asset Management’s Finance of America Companies FOA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.3M Sell
99,351
-120,028
-55% -$2.78M 1.08% 36
2025
Q1
$4.92M Buy
219,379
+32,389
+17% +$727K 2.65% 8
2024
Q4
$4.85M Buy
+186,990
New +$4.85M 3.22% 8