Rise 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
Q2
$108K Sell
59
-1
-2% -$1.83K 0.04% 147
2025
Q1
$111K Buy
60
+1
+2% +$1.84K 0.05% 137
2024
Q4
$117K Hold
59
0.06% 129
2024
Q3
$115K Hold
59
0.06% 137
2024
Q2
$87.8K Sell
59
-3
-5% -$4.47K 0.05% 162
2024
Q1
$77.5K Buy
62
+15
+32% +$18.7K 0.04% 173
2023
Q4
$54.7K Hold
47
0.04% 154
2023
Q3
$40.8K Buy
47
+44
+1,467% +$38.2K 0.03% 153
2023
Q2
$2.43K Hold
3
﹤0.01% 494
2023
Q1
$2.11K Hold
3
﹤0.01% 568
2022
Q4
$1.8K Hold
3
﹤0.01% 585
2022
Q3
$1K Hold
3
﹤0.01% 626
2022
Q2
$1K Hold
3
﹤0.01% 632
2022
Q1
$1K Hold
3
﹤0.01% 600
2021
Q4
$1.3K Buy
+3
New +$1.3K ﹤0.01% 582