Charles Schwab’s Finance of America Companies FOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $378K | Hold |
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|
2025
Q2 | $393K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $104K | Hold |
|
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|
2023
Q4 | $155K | Hold |
|
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|
2023
Q3 | $181K | Hold |
|
|||||
|
2023
Q2 | $269K | Buy |
|
|||||
|
2023
Q1 | $129K | Hold |
|
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|
2022
Q4 | $133K | Hold |
|
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|
2022
Q3 | $155K | Hold |
|
|||||
|
2022
Q2 | $164K | Buy |
|
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|
2022
Q1 | $180K | Buy |
|
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|
2021
Q4 | $160K | Sell |
|
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|
2021
Q3 | $382K | Sell |
|
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|
2021
Q2 | $1.34M | Buy |
|