Optimist Retirement Group’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$296K Buy
2025
Q1
$291K Buy
2024
Q4
$247K Sell
2024
Q3
$258K Sell
2024
Q2
$243K Sell
2024
Q1
$209K Buy