Heron Financial Group’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.44M | Buy |
1,780
+30
| +2% | +$24.3K | 0.78% | 31 |
|
|
2023
Q1 | $1.23M | Sell |
1,750
-343
| -16% | -$241K | 0.68% | 33 |
|
|
2022
Q4 | $1.25M | Sell |
2,093
-54
| -3% | -$32.2K | 0.83% | 26 |
|
|
2022
Q3 | $885K | Buy |
2,147
+10
| +0.5% | +$4.12K | 0.55% | 41 |
|
|
2022
Q2 | $857K | Buy |
2,137
+70
| +3% | +$28.1K | 0.52% | 42 |
|
|
2022
Q1 | $964K | Buy |
2,067
+43
| +2% | +$20.1K | 0.5% | 42 |
|
|
2021
Q4 | $1.01M | Sell |
2,024
-14
| -0.7% | -$6.97K | 0.54% | 42 |
|
|
2021
Q3 | $811K | Sell |
2,038
-15
| -0.7% | -$5.97K | 0.45% | 47 |
|
|
2021
Q2 | $1.03M | Sell |
2,053
-54
| -3% | -$27.1K | 0.59% | 38 |
|
|
2021
Q1 | $1.06M | Sell |
2,107
-39
| -2% | -$19.5K | 0.64% | 37 |
|
|
2020
Q4 | $1.05M | Sell |
2,146
-3
| -0.1% | -$1.47K | 0.73% | 33 |
|
|
2020
Q3 | $940K | Sell |
2,149
-65
| -3% | -$28.4K | 0.75% | 34 |
|
|
2020
Q2 | $913K | Hold |
2,214
| – | – | 0.82% | 32 |
|
|
2020
Q1 | $693K | Buy |
2,214
+18
| +0.8% | +$5.63K | 0.71% | 36 |
|
|
2019
Q4 | $904K | Buy |
+2,196
| New | +$904K | 0.75% | 32 |
|