UBS Group’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 | $824K | Buy |
35,316
+12,673
| +56% | +$296K | ﹤0.01% | 4493 |
|
|
2025
Q1 | $481K | Buy |
22,643
+18,598
| +460% | +$395K | ﹤0.01% | 4702 |
|
|
2024
Q4 | $114K | Buy |
4,045
+3,724
| +1,160% | +$105K | ﹤0.01% | 5575 |
|
|
2024
Q3 | $3.71K | Buy |
321
+305
| +1,906% | +$3.53K | ﹤0.01% | 7017 |
|
|
2024
Q2 | $78 | Sell |
16
-5,361
| -100% | -$26.1K | ﹤0.01% | 8028 |
|
|
2024
Q1 | $39.5K | Sell |
5,377
-1,788
| -25% | -$13.1K | ﹤0.01% | 5450 |
|
|
2023
Q4 | $78.8K | Buy |
7,165
+4,028
| +128% | +$44.3K | ﹤0.01% | 5116 |
|
|
2023
Q3 | $40.2K | Sell |
3,137
-516
| -14% | -$6.61K | ﹤0.01% | 5306 |
|
|
2023
Q2 | $69.8K | Buy |
3,653
+2,203
| +152% | +$42.1K | ﹤0.01% | 5220 |
|
|
2023
Q1 | $18K | Buy |
1,450
+186
| +15% | +$2.31K | ﹤0.01% | 6067 |
|
|
2022
Q4 | $16.1K | Buy |
1,264
+1,059
| +517% | +$13.4K | ﹤0.01% | 6746 |
|
|
2022
Q3 | $3K | Hold |
205
| – | – | ﹤0.01% | 8429 |
|
|
2022
Q2 | $3K | Sell |
205
-893
| -81% | -$13.1K | ﹤0.01% | 8260 |
|
|
2022
Q1 | $33K | Buy |
1,098
+325
| +42% | +$9.77K | ﹤0.01% | 5872 |
|
|
2021
Q4 | $31K | Sell |
773
-48
| -6% | -$1.93K | ﹤0.01% | 6251 |
|
|
2021
Q3 | $40K | Buy |
821
+616
| +300% | +$30K | ﹤0.01% | 5405 |
|
|
2021
Q2 | $16K | Buy |
+205
| New | +$16K | ﹤0.01% | 6478 |
|