Clearstead 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 | $170K | Buy |
93
+21
| +29% | +$38.4K | ﹤0.01% | 917 |
|
|
2025
Q1 | $133K | Sell |
72
-66
| -48% | -$122K | ﹤0.01% | 920 |
|
|
2024
Q4 | $275K | Sell |
138
-187
| -58% | -$372K | ﹤0.01% | 755 |
|
|
2024
Q3 | $632K | Sell |
325
-70
| -18% | -$136K | 0.01% | 514 |
|
|
2024
Q2 | $588K | Buy |
395
+388
| +5,543% | +$578K | 0.01% | 504 |
|
|
2024
Q1 | $9.33K | Buy |
7
+5
| +250% | +$6.66K | ﹤0.01% | 1062 |
|
|
2023
Q4 | $2.33K | Sell |
2
-2
| -50% | -$2.33K | ﹤0.01% | 1261 |
|
|
2023
Q3 | $3.48K | Sell |
4
-89
| -96% | -$77.3K | ﹤0.01% | 1309 |
|
|
2023
Q2 | $75.3K | Buy |
93
+10
| +12% | +$8.09K | ﹤0.01% | 637 |
|
|
2023
Q1 | $58.3K | Buy |
+83
| New | +$58.3K | ﹤0.01% | 629 |
|