Stifel Financial’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
Q1 | – | Sell |
-7,268
| Closed | -$204K | – | 3478 |
|
|
2024
Q4 | $204K | Buy |
+7,268
| New | +$204K | ﹤0.01% | 3159 |
|
|
2024
Q3 | – | Sell |
-3,933
| Closed | -$19.4K | – | 3401 |
|
|
2024
Q2 | $19.4K | Sell |
3,933
-7
| -0.2% | -$34 | ﹤0.01% | 3328 |
|
|
2024
Q1 | $28.9K | Sell |
3,940
-2
| -0.1% | -$15 | ﹤0.01% | 3290 |
|
|
2023
Q4 | $43.4K | Buy |
+3,942
| New | +$43.4K | ﹤0.01% | 3233 |
|