SG Americas 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,831
| Closed | -$13K | – | 2562 |
|
2024
Q1 | $13K | Sell |
1,831
-1,092
| -37% | -$7.75K | ﹤0.01% | 2515 |
|
2023
Q4 | $32K | Buy |
2,923
+318
| +12% | +$3.48K | ﹤0.01% | 2684 |
|
2023
Q3 | $33K | Buy |
+2,605
| New | +$33K | ﹤0.01% | 2688 |
|
2023
Q2 | – | Sell |
-1,416
| Closed | -$18K | – | 2244 |
|
2023
Q1 | $18K | Sell |
1,416
-232
| -14% | -$2.95K | ﹤0.01% | 2875 |
|
2022
Q4 | $21K | Sell |
1,648
-136
| -8% | -$1.73K | ﹤0.01% | 2640 |
|
2022
Q3 | $26K | Buy |
1,784
+71
| +4% | +$1.04K | ﹤0.01% | 2739 |
|
2022
Q2 | $27K | Buy |
+1,713
| New | +$27K | ﹤0.01% | 3001 |
|
2021
Q4 | – | Sell |
-2,445
| Closed | -$121K | – | 3098 |
|
2021
Q3 | $121K | Buy |
+2,445
| New | +$121K | ﹤0.01% | 3300 |
|