Morgan Stanley’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 | $3.06M | Buy |
131,194
+125,334
| +2,139% | +$2.92M | ﹤0.01% | 4434 |
|
|
2025
Q1 | $125K | Buy |
5,860
+1,665
| +40% | +$35.4K | ﹤0.01% | 5916 |
|
|
2024
Q4 | $118K | Buy |
4,195
+2,939
| +234% | +$82.6K | ﹤0.01% | 5995 |
|
|
2024
Q3 | $14.5K | Sell |
1,256
-5,889
| -82% | -$68.1K | ﹤0.01% | 6605 |
|
|
2024
Q2 | $35.2K | Sell |
7,145
-2,993
| -30% | -$14.8K | ﹤0.01% | 6279 |
|
|
2024
Q1 | $74.5K | Sell |
10,138
-29,278
| -74% | -$215K | ﹤0.01% | 6091 |
|
|
2023
Q4 | $434K | Buy |
39,416
+28,529
| +262% | +$314K | ﹤0.01% | 5676 |
|
|
2023
Q3 | $139K | Sell |
10,887
-2,513
| -19% | -$32.2K | ﹤0.01% | 5735 |
|
|
2023
Q2 | $256K | Buy |
13,400
+3,958
| +42% | +$75.6K | ﹤0.01% | 5535 |
|
|
2023
Q1 | $117K | Buy |
9,442
+3,474
| +58% | +$43.1K | ﹤0.01% | 5946 |
|
|
2022
Q4 | $75.8K | Sell |
5,968
-170
| -3% | -$2.16K | ﹤0.01% | 6100 |
|
|
2022
Q3 | $91K | Sell |
6,138
-29,994
| -83% | -$445K | ﹤0.01% | 6129 |
|
|
2022
Q2 | $567K | Buy |
36,132
+34,613
| +2,279% | +$543K | ﹤0.01% | 5353 |
|
|
2022
Q1 | $46K | Sell |
1,519
-6,386
| -81% | -$193K | ﹤0.01% | 6745 |
|
|
2021
Q4 | $313K | Buy |
7,905
+7,546
| +2,102% | +$299K | ﹤0.01% | 5819 |
|
|
2021
Q3 | $16K | Sell |
359
-5,011
| -93% | -$223K | ﹤0.01% | 7175 |
|
|
2021
Q2 | $410K | Buy |
+5,370
| New | +$410K | ﹤0.01% | 5649 |
|