LPL Financial’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 | $26.2M | Buy |
14,320
+597
| +4% | +$1.09M | 0.01% | 1083 |
|
|
2025
Q1 | $25.3M | Sell |
13,723
-9,940
| -42% | -$18.3M | 0.01% | 1008 |
|
|
2024
Q4 | $47.1M | Sell |
23,663
-192
| -0.8% | -$382K | 0.02% | 676 |
|
|
2024
Q3 | $46.4M | Sell |
23,855
-2,452
| -9% | -$4.77M | 0.02% | 648 |
|
|
2024
Q2 | $39.2M | Buy |
26,307
+1,050
| +4% | +$1.56M | 0.02% | 657 |
|
|
2024
Q1 | $31.6M | Sell |
25,257
-66
| -0.3% | -$82.5K | 0.02% | 733 |
|
|
2023
Q4 | $29.5M | Buy |
25,323
+3,632
| +17% | +$4.23M | 0.02% | 703 |
|
|
2023
Q3 | $18.8M | Buy |
21,691
+17,267
| +390% | +$15M | 0.01% | 827 |
|
|
2023
Q2 | $3.58M | Sell |
4,424
-1,081
| -20% | -$875K | ﹤0.01% | 1786 |
|
|
2023
Q1 | $3.87M | Buy |
5,505
+1,608
| +41% | +$1.13M | ﹤0.01% | 1667 |
|
|
2022
Q4 | $2.33M | Buy |
3,897
+228
| +6% | +$136K | ﹤0.01% | 1953 |
|
|
2022
Q3 | $1.51M | Sell |
3,669
-939
| -20% | -$387K | ﹤0.01% | 2196 |
|
|
2022
Q2 | $1.85M | Buy |
4,608
+1,695
| +58% | +$679K | ﹤0.01% | 2084 |
|
|
2022
Q1 | $1.36M | Sell |
2,913
-366
| -11% | -$171K | ﹤0.01% | 2348 |
|
|
2021
Q4 | $1.42M | Sell |
3,279
-186
| -5% | -$80.7K | ﹤0.01% | 2354 |
|
|
2021
Q3 | $1.38M | Buy |
3,465
+175
| +5% | +$69.6K | ﹤0.01% | 2339 |
|
|
2021
Q2 | $1.65M | Buy |
3,290
+268
| +9% | +$135K | ﹤0.01% | 2126 |
|
|
2021
Q1 | $1.47M | Sell |
3,022
-466
| -13% | -$227K | ﹤0.01% | 2068 |
|
|
2020
Q4 | $1.78M | Sell |
3,488
-1,006
| -22% | -$514K | ﹤0.01% | 1735 |
|
|
2020
Q3 | $1.91M | Sell |
4,494
-309
| -6% | -$131K | ﹤0.01% | 1481 |
|
|
2020
Q2 | $2.01M | Buy |
4,803
+67
| +1% | +$28K | ﹤0.01% | 1346 |
|
|
2020
Q1 | $1.46M | Buy |
4,736
+910
| +24% | +$280K | ﹤0.01% | 1375 |
|
|
2019
Q4 | $1.43M | Buy |
3,826
+692
| +22% | +$259K | ﹤0.01% | 1596 |
|
|
2019
Q3 | $951K | Buy |
3,134
+950
| +43% | +$288K | ﹤0.01% | 1783 |
|
|
2019
Q2 | $686K | Buy |
2,184
+1,207
| +124% | +$379K | ﹤0.01% | 2000 |
|
|
2019
Q1 | $265K | Buy |
+977
| New | +$265K | ﹤0.01% | 2724 |
|
|
2018
Q4 | – | Sell |
-3,806
| Closed | -$870K | – | 3120 |
|
|
2018
Q3 | $870K | Buy |
+3,806
| New | +$870K | ﹤0.01% | 1777 |
|