LGT Financial 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
Q1 | – | Sell |
-40
| Closed | -$79.6K | – | 462 |
|
|
2024
Q4 | $79.6K | Hold |
40
| – | – | 0.18% | 111 |
|
|
2024
Q3 | $77.7K | Sell |
40
-5
| -11% | -$9.72K | 0.19% | 86 |
|
|
2024
Q2 | $67K | Hold |
45
| – | – | 0.14% | 125 |
|
|
2024
Q1 | $56.2K | Hold |
45
| – | – | 0.07% | 219 |
|
|
2023
Q4 | $52.4K | Sell |
45
-2
| -4% | -$2.33K | 0.06% | 206 |
|
|
2023
Q3 | $40.8K | Buy |
+47
| New | +$40.8K | 0.05% | 232 |
|