Charles Schwab’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 | $393K | Buy |
+16,844
| New | +$393K | ﹤0.01% | 3214 |
|
|
2024
Q2 | – | Sell |
-14,105
| Closed | -$104K | – | 3646 |
|
|
2024
Q1 | $104K | Hold |
14,105
| – | – | ﹤0.01% | 3302 |
|
|
2023
Q4 | $155K | Hold |
14,105
| – | – | ﹤0.01% | 3303 |
|
|
2023
Q3 | $181K | Hold |
14,105
| – | – | ﹤0.01% | 3302 |
|
|
2023
Q2 | $269K | Buy |
14,105
+3,669
| +35% | +$70.1K | ﹤0.01% | 3255 |
|
|
2023
Q1 | $129K | Hold |
10,436
| – | – | ﹤0.01% | 3220 |
|
|
2022
Q4 | $133K | Hold |
10,436
| – | – | ﹤0.01% | 3233 |
|
|
2022
Q3 | $155K | Hold |
10,436
| – | – | ﹤0.01% | 3189 |
|
|
2022
Q2 | $164K | Buy |
10,436
+4,527
| +77% | +$71.1K | ﹤0.01% | 3255 |
|
|
2022
Q1 | $180K | Buy |
5,909
+1,896
| +47% | +$57.8K | ﹤0.01% | 3322 |
|
|
2021
Q4 | $160K | Sell |
4,013
-3,699
| -48% | -$147K | ﹤0.01% | 3390 |
|
|
2021
Q3 | $382K | Sell |
7,712
-9,788
| -56% | -$485K | ﹤0.01% | 3215 |
|
|
2021
Q2 | $1.34M | Buy |
+17,500
| New | +$1.34M | ﹤0.01% | 2834 |
|