Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 2964 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4452 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4442 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4478 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4486 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4427 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4372 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4311 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4206 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4172 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3969 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4015 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3958 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4049 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3980 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3863 |
|