Aptus Capital Advisors’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 | $424K | Sell |
232
-5
| -2% | -$9.14K | ﹤0.01% | 708 |
|
|
2025
Q1 | $437K | Sell |
237
-17
| -7% | -$31.4K | ﹤0.01% | 668 |
|
|
2024
Q4 | $506K | Sell |
254
-15
| -6% | -$29.9K | 0.01% | 623 |
|
|
2024
Q3 | $523K | Sell |
269
-3
| -1% | -$5.83K | 0.01% | 526 |
|
|
2024
Q2 | $405K | Sell |
272
-52
| -16% | -$77.4K | 0.01% | 544 |
|
|
2024
Q1 | $405K | Buy |
324
+113
| +54% | +$141K | 0.01% | 553 |
|
|
2023
Q4 | $246K | Buy |
+211
| New | +$246K | 0.01% | 498 |
|
|
2023
Q1 | – | Sell |
-355
| Closed | -$212K | – | 823 |
|
|
2022
Q4 | $212K | Buy |
+355
| New | +$212K | 0.01% | 467 |
|
|
2022
Q2 | – | Sell |
-7,774
| Closed | -$3.63M | – | 672 |
|
|
2022
Q1 | $3.63M | Buy |
7,774
+3,539
| +84% | +$1.65M | 0.09% | 117 |
|
|
2021
Q4 | $1.84M | Buy |
+4,235
| New | +$1.84M | 0.06% | 201 |
|