Farther Finance 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
$627K Sell
343
-11
-3% -$20.1K 0.01% 801
2025
Q1
$661K Sell
354
-123
-26% -$230K 0.02% 661
2024
Q4
$950K Buy
477
+221
+86% +$440K 0.03% 383
2024
Q3
$497K Sell
256
-131
-34% -$255K 0.02% 591
2024
Q2
$579K Buy
387
+313
+423% +$468K 0.03% 438
2024
Q1
$92.8K Buy
74
+4
+6% +$5.02K 0.01% 968
2023
Q4
$81.5K Buy
70
+13
+23% +$15.1K 0.01% 857
2023
Q3
$49.5K Buy
57
+27
+90% +$23.5K 0.01% 776
2023
Q2
$24.3K Buy
30
+1
+3% +$809 0.01% 938
2023
Q1
$20.4K Buy
+29
New +$20.4K 0.01% 897