Simplex Trading’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 | $81K | Buy |
+3,502
| New | +$81K | ﹤0.01% | 1257 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2902 |
|
|
2024
Q4 | – | Sell |
-461
| Closed | -$5K | – | 2980 |
|
|
2024
Q3 | $5K | Buy |
+461
| New | +$5K | ﹤0.01% | 1851 |
|
|
2024
Q2 | – | Sell |
-3
| Closed | – | – | 2943 |
|
|
2024
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2912 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2962 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2868 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2949 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2898 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3064 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3240 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3164 |
|
|
2022
Q1 | – | Sell |
-1,702
| Closed | -$67K | – | 3355 |
|
|
2021
Q4 | $67K | Buy |
+1,702
| New | +$67K | ﹤0.01% | 1724 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3106 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3178 |
|