O'Shaughnessy Asset 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	–	Sell	-19,838	Closed	-$422K	–	2422
2025 Q1	$422K	Buy	19,838 +6,716	+51%	+$143K	﹤0.01%	1399
2024 Q4	$369K	Buy	+13,122	New	+$369K	﹤0.01%	1427