UBS Group’s Finance of America Companies FOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Buy |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $114K | Buy |
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|
2024
Q3 | $3.71K | Buy |
|
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|
2024
Q2 | $78 | Sell |
|
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|
2024
Q1 | $39.5K | Sell |
|
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|
2023
Q4 | $78.8K | Buy |
|
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|
2023
Q3 | $40.2K | Sell |
|
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|
2023
Q2 | $69.8K | Buy |
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|
2023
Q1 | $18K | Buy |
|
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|
2022
Q4 | $16.1K | Buy |
|
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $33K | Buy |
|
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|
2021
Q4 | $31K | Sell |
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|
2021
Q3 | $40K | Buy |
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|
2021
Q2 | $16K | Buy |
|