Capstone Financial 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 | $331K | Sell |
181
-6
| -3% | -$11K | 0.02% | 116 |
|
|
2025
Q1 | $345K | Hold |
187
| – | – | 0.02% | 108 |
|
|
2024
Q4 | $372K | Sell |
187
-1
| -0.5% | -$1.99K | 0.02% | 105 |
|
|
2024
Q3 | $365K | Buy |
188
+2
| +1% | +$3.89K | 0.02% | 100 |
|
|
2024
Q2 | $277K | Sell |
186
-4
| -2% | -$5.96K | 0.02% | 123 |
|
|
2024
Q1 | $237K | Hold |
190
| – | – | 0.02% | 124 |
|
|
2023
Q4 | $221K | Buy |
+190
| New | +$221K | 0.02% | 128 |
|