Capstone Financial Advisors’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$294K Hold
2025
Q3
$260K Sell
2025
Q2
$331K Sell
2025
Q1
$345K Hold
2024
Q4
$372K Sell
2024
Q3
$365K Buy
2024
Q2
$277K Sell
2024
Q1
$237K Hold
2023
Q4
$221K Buy