ORG
Optimist Retirement Group’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
162
+4
| +3% | +$7.31K | 0.14% | 87 |
|
|
2025
Q1 | $291K | Buy |
158
+34
| +27% | +$62.7K | 0.15% | 63 |
|
|
2024
Q4 | $247K | Sell |
124
-9
| -7% | -$17.9K | 0.12% | 93 |
|
|
2024
Q3 | $258K | Sell |
133
-30
| -18% | -$58.3K | 0.12% | 79 |
|
|
2024
Q2 | $243K | Sell |
163
-4
| -2% | -$5.96K | 0.13% | 74 |
|
|
2024
Q1 | $209K | Buy |
+167
| New | +$209K | 0.11% | 100 |
|