State Street’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 | $1.65M | Buy |
70,672
+36,092
| +104% | +$842K | ﹤0.01% | 3364 |
|
|
2025
Q1 | $735K | Buy |
34,580
+5,400
| +19% | +$115K | ﹤0.01% | 3499 |
|
|
2024
Q4 | $821K | Buy |
+29,180
| New | +$821K | ﹤0.01% | 3525 |
|
|
2024
Q3 | – | Sell |
-9,305
| Closed | -$45.9K | – | 4311 |
|
|
2024
Q2 | $45.9K | Sell |
9,305
-67,280
| -88% | -$332K | ﹤0.01% | 4157 |
|
|
2024
Q1 | $563K | Sell |
76,585
-365
| -0.5% | -$2.68K | ﹤0.01% | 3615 |
|
|
2023
Q4 | $846K | Sell |
76,950
-200
| -0.3% | -$2.2K | ﹤0.01% | 3515 |
|
|
2023
Q3 | $988K | Buy |
77,150
+771
| +1% | +$9.87K | ﹤0.01% | 3533 |
|
|
2023
Q2 | $1.46M | Buy |
76,379
+21,930
| +40% | +$419K | ﹤0.01% | 3509 |
|
|
2023
Q1 | $675K | Buy |
54,449
+350
| +0.6% | +$4.34K | ﹤0.01% | 3649 |
|
|
2022
Q4 | $687K | Sell |
54,099
-1,236
| -2% | -$15.7K | ﹤0.01% | 3659 |
|
|
2022
Q3 | $819K | Buy |
55,335
+3,561
| +7% | +$52.7K | ﹤0.01% | 3642 |
|
|
2022
Q2 | $813K | Buy |
51,774
+3,068
| +6% | +$48.2K | ﹤0.01% | 3679 |
|
|
2022
Q1 | $1.48M | Buy |
48,706
+1,638
| +3% | +$49.8K | ﹤0.01% | 3669 |
|
|
2021
Q4 | $1.87M | Buy |
47,068
+1,522
| +3% | +$60.4K | ﹤0.01% | 3656 |
|
|
2021
Q3 | $2.26M | Buy |
45,546
+7,096
| +18% | +$351K | ﹤0.01% | 3575 |
|
|
2021
Q2 | $2.93M | Buy |
+38,450
| New | +$2.93M | ﹤0.01% | 3471 |
|