Allworth Financial’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
215
+104
| +94% | +$190K | ﹤0.01% | 905 |
|
|
2025
Q1 | $215K | Buy |
111
+11
| +11% | +$21.3K | ﹤0.01% | 918 |
|
|
2024
Q4 | $188K | Sell |
100
-3
| -3% | -$5.64K | ﹤0.01% | 969 |
|
|
2024
Q3 | $200K | Sell |
103
-7
| -6% | -$13.6K | ﹤0.01% | 819 |
|
|
2024
Q2 | $175K | Buy |
110
+4
| +4% | +$6.38K | ﹤0.01% | 862 |
|
|
2024
Q1 | $132K | Sell |
106
-52
| -33% | -$65K | ﹤0.01% | 920 |
|
|
2023
Q4 | $184K | Sell |
158
-71
| -31% | -$82.7K | ﹤0.01% | 749 |
|
|
2023
Q3 | $199K | Sell |
229
-5
| -2% | -$4.34K | ﹤0.01% | 684 |
|
|
2023
Q2 | $189K | Sell |
234
-24
| -9% | -$19.4K | ﹤0.01% | 715 |
|
|
2023
Q1 | $181K | Sell |
258
-47
| -15% | -$33K | ﹤0.01% | 675 |
|
|
2022
Q4 | $183K | Buy |
305
+100
| +49% | +$59.9K | ﹤0.01% | 655 |
|
|
2022
Q3 | $84K | Buy |
205
+2
| +1% | +$820 | ﹤0.01% | 815 |
|
|
2022
Q2 | $81K | Sell |
203
-2
| -1% | -$798 | ﹤0.01% | 769 |
|
|
2022
Q1 | $96K | Buy |
205
+1
| +0.5% | +$468 | ﹤0.01% | 736 |
|
|
2021
Q4 | $88K | Buy |
+204
| New | +$88K | ﹤0.01% | 702 |
|
|
2017
Q1 | – | Sell |
-345
| Closed | -$41K | – | 783 |
|
|
2016
Q4 | $41K | Hold |
345
| – | – | ﹤0.01% | 234 |
|
|
2016
Q3 | $43K | Hold |
345
| – | – | ﹤0.01% | 233 |
|
|
2016
Q2 | $39K | Hold |
345
| – | – | ﹤0.01% | 232 |
|
|
2016
Q1 | $37K | Hold |
345
| – | – | ﹤0.01% | 239 |
|
|
2015
Q4 | $32K | Hold |
345
| – | – | 0.01% | 247 |
|
|
2015
Q3 | $29K | Buy |
+345
| New | +$29K | 0.01% | 262 |
|