Fidelity Investments’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 | $11.9K | Buy |
511
+63
| +14% | +$1.47K | ﹤0.01% | 4473 |
|
|
2025
Q1 | $9.53K | Buy |
448
+2
| +0.4% | +$43 | ﹤0.01% | 4515 |
|
|
2024
Q4 | $12.5K | Hold |
446
| – | – | ﹤0.01% | 4378 |
|
|
2024
Q3 | $5.16K | Sell |
446
-162
| -27% | -$1.87K | ﹤0.01% | 4616 |
|
|
2024
Q2 | $3K | Buy |
608
+349
| +135% | +$1.72K | ﹤0.01% | 4650 |
|
|
2024
Q1 | $1.9K | Buy |
259
+141
| +119% | +$1.04K | ﹤0.01% | 4702 |
|
|
2023
Q4 | $1.3K | Sell |
118
-102
| -46% | -$1.12K | ﹤0.01% | 4715 |
|
|
2023
Q3 | $2.81K | Sell |
220
-254
| -54% | -$3.25K | ﹤0.01% | 4458 |
|
|
2023
Q2 | $9.04K | Buy |
474
+350
| +282% | +$6.68K | ﹤0.01% | 4180 |
|
|
2023
Q1 | $1.53K | Buy |
124
+2
| +2% | +$25 | ﹤0.01% | 4685 |
|
|
2022
Q4 | $1.55K | Sell |
122
-163
| -57% | -$2.07K | ﹤0.01% | 4568 |
|
|
2022
Q3 | $4K | Buy |
285
+264
| +1,257% | +$3.71K | ﹤0.01% | 4382 |
|
|
2022
Q2 | $0 | Sell |
21
-34
| -62% | – | ﹤0.01% | 5116 |
|
|
2022
Q1 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 4655 |
|