CI
Cavalier Investments’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,628
| Closed | -$3M | – | 76 |
|
|
2025
Q1 | $3M | Sell |
1,628
-2
| -0.1% | -$3.69K | 1.02% | 28 |
|
|
2024
Q4 | $3.25M | Buy |
1,630
+48
| +3% | +$95.6K | 1.08% | 19 |
|
|
2024
Q3 | $3.07M | Buy |
1,582
+69
| +5% | +$134K | 0.94% | 27 |
|
|
2024
Q2 | $2.25M | Sell |
1,513
-3,901
| -72% | -$5.81M | 0.69% | 41 |
|
|
2024
Q1 | $6.77M | Buy |
5,414
+2,685
| +98% | +$3.36M | 2.47% | 7 |
|
|
2023
Q4 | $3.18M | Buy |
2,729
+48
| +2% | +$55.9K | 1.17% | 25 |
|
|
2023
Q3 | $2.33M | Buy |
2,681
+69
| +3% | +$59.9K | 0.91% | 31 |
|
|
2023
Q2 | $2.11M | Buy |
+2,612
| New | +$2.11M | 0.77% | 33 |
|
|
2023
Q1 | – | Sell |
-1,517
| Closed | -$908K | – | 74 |
|
|
2022
Q4 | $908K | Sell |
1,517
-93
| -6% | -$55.7K | 0.33% | 49 |
|
|
2022
Q3 | $663K | Sell |
1,610
-488
| -23% | -$201K | 0.24% | 63 |
|
|
2022
Q2 | $841K | Sell |
2,098
-1,006
| -32% | -$403K | 0.29% | 72 |
|
|
2022
Q1 | $1.45M | Sell |
3,104
-1,037
| -25% | -$484K | 0.38% | 56 |
|
|
2021
Q4 | $1.8M | Buy |
4,141
+504
| +14% | +$219K | 0.47% | 64 |
|
|
2021
Q3 | $1.45M | Buy |
3,637
+712
| +24% | +$283K | 0.46% | 88 |
|
|
2021
Q2 | $1.47M | Hold |
2,925
| – | – | 0.53% | 76 |
|
|
2021
Q1 | $1.42M | Buy |
2,925
+416
| +17% | +$202K | 0.62% | 64 |
|
|
2020
Q4 | $1.28M | Buy |
2,509
+627
| +33% | +$320K | 0.59% | 67 |
|
|
2020
Q3 | $801K | Sell |
1,882
-1,114
| -37% | -$474K | 0.54% | 57 |
|
|
2020
Q2 | $1.25M | Buy |
2,996
+1,496
| +100% | +$625K | 0.72% | 49 |
|
|
2020
Q1 | $462K | Hold |
1,500
| – | – | 0.27% | 68 |
|
|
2019
Q4 | $562K | Hold |
1,500
| – | – | 0.24% | 76 |
|
|
2019
Q3 | $455K | Hold |
1,500
| – | – | 0.2% | 86 |
|
|
2019
Q2 | $471K | Buy |
+1,500
| New | +$471K | 0.2% | 80 |
|