Citadel Advisors’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
2026 Q1	$397K	Buy	+23,891	New	+$494K	﹤0.01%	9832
2025 Q4	–	Sell	-102,394	Closed	-$2.33M	–	13191
2025 Q3	$2.3M	Buy	102,394 +87,394	+583%	+$2.18M	﹤0.01%	5796
2025 Q2	$350K	Buy	15,000 +12,488	+497%	+$263K	﹤0.01%	9442
2025 Q1	$53.4K	Sell	2,512 -945	-27%	-$23.1K	﹤0.01%	12251
2024 Q4	$97.2K	Buy	+3,457	New	+$61.6K	﹤0.01%	11528
2024 Q3	–	Sell	-12,556	Closed	-$61.9K	–	14595
2024 Q2	$61.9K	Buy	+12,556	New	+$76.6K	﹤0.01%	11527
2024 Q1	–	Sell	-197	Closed	-$2.16K	–	14870
2023 Q4	$2.16K	Sell	197 -63	-24%	-$647	﹤0.01%	13732
2023 Q3	$3.32K	Buy	260 +143	+122%	+$2.37K	﹤0.01%	13597
2023 Q2	$2.24K	Buy	+117	New	+$1.96K	﹤0.01%	13807
2023 Q1	–	Hold	0	–	–	–	14980
2022 Q4	–	Hold	0	–	–	–	14810
2022 Q3	–	Sell	-1,176	Closed	-$18.6K	–	13015
2022 Q2	$18K	Buy	+1,176	New	+$27.2K	﹤0.01%	12437
2022 Q1	–	Sell	-6,617	Closed	-$230K	–	13974
2021 Q4	$263K	Buy	6,617 +1,768	+36%	+$83.9K	﹤0.01%	11225
2021 Q3	$240K	Buy	4,849 +2,533	+109%	+$150K	﹤0.01%	11567
2021 Q2	$177K	Buy	+2,316	New	+$224K	﹤0.01%	12307