Marshall Financial Group (Maryland)’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 | $252K | Sell |
135
-29
| -18% | -$54.2K | 0.05% | 226 |
|
|
2025
Q1 | $302K | Sell |
164
-29
| -15% | -$53.5K | 0.07% | 192 |
|
|
2024
Q4 | $384K | Buy |
193
+25
| +15% | +$49.8K | 0.09% | 160 |
|
|
2024
Q3 | $327K | Sell |
168
-1
| -0.6% | -$1.94K | 0.08% | 175 |
|
|
2024
Q2 | $252K | Sell |
169
-21
| -11% | -$31.3K | 0.07% | 153 |
|
|
2024
Q1 | $237K | Sell |
190
-5
| -3% | -$6.25K | 0.07% | 161 |
|
|
2023
Q4 | $227K | Buy |
+195
| New | +$227K | 0.07% | 162 |
|
|
2022
Q2 | – | Sell |
-2,593
| Closed | -$1.21M | – | 197 |
|
|
2022
Q1 | $1.21M | Sell |
2,593
-32
| -1% | -$14.9K | 0.5% | 70 |
|
|
2021
Q4 | $1.14M | Buy |
2,625
+487
| +23% | +$211K | 0.42% | 80 |
|
|
2021
Q3 | $851K | Buy |
2,138
+135
| +7% | +$53.7K | 0.44% | 72 |
|
|
2021
Q2 | $1.01M | Sell |
2,003
-506
| -20% | -$254K | 0.54% | 59 |
|
|
2021
Q1 | $1.22M | Buy |
2,509
+69
| +3% | +$33.5K | 0.73% | 47 |
|
|
2020
Q4 | $1.25M | Buy |
+2,440
| New | +$1.25M | 0.81% | 38 |
|