Geode Capital Management’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 | $3.19M | Buy |
136,672
+54,429
| +66% | +$1.27M | ﹤0.01% | 2957 |
|
|
2025
Q1 | $1.75M | Buy |
82,243
+3,120
| +4% | +$66.4K | ﹤0.01% | 3093 |
|
|
2024
Q4 | $2.23M | Buy |
79,123
+2,207
| +3% | +$62.1K | ﹤0.01% | 3088 |
|
|
2024
Q3 | $890K | Buy |
76,916
+35,236
| +85% | +$408K | ﹤0.01% | 3390 |
|
|
2024
Q2 | $205K | Sell |
41,680
-48,881
| -54% | -$241K | ﹤0.01% | 3897 |
|
|
2024
Q1 | $666K | Buy |
90,561
+4,087
| +5% | +$30K | ﹤0.01% | 3512 |
|
|
2023
Q4 | $951K | Buy |
86,474
+491
| +0.6% | +$5.4K | ﹤0.01% | 3377 |
|
|
2023
Q3 | $1.1M | Sell |
85,983
-1,087
| -1% | -$13.9K | ﹤0.01% | 3281 |
|
|
2023
Q2 | $1.66M | Buy |
87,070
+28,019
| +47% | +$535K | ﹤0.01% | 3169 |
|
|
2023
Q1 | $732K | Buy |
59,051
+246
| +0.4% | +$3.05K | ﹤0.01% | 3494 |
|
|
2022
Q4 | $746K | Buy |
58,805
+5,669
| +11% | +$71.9K | ﹤0.01% | 3495 |
|
|
2022
Q3 | $786K | Buy |
53,136
+5,692
| +12% | +$84.2K | ﹤0.01% | 3516 |
|
|
2022
Q2 | $744K | Buy |
47,444
+16,663
| +54% | +$261K | ﹤0.01% | 3552 |
|
|
2022
Q1 | $935K | Sell |
30,781
-43
| -0.1% | -$1.31K | ﹤0.01% | 3649 |
|
|
2021
Q4 | $1.22M | Sell |
30,824
-13,307
| -30% | -$528K | ﹤0.01% | 3610 |
|
|
2021
Q3 | $2.18M | Buy |
44,131
+2,683
| +6% | +$133K | ﹤0.01% | 3308 |
|
|
2021
Q2 | $3.16M | Buy |
+41,448
| New | +$3.16M | ﹤0.01% | 3128 |
|