Soltis Investment 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
Sell
-1,067
Closed -$1.97M 397
2025
Q1
$1.97M Sell
1,067
-163
-13% -$301K 0.18% 125
2024
Q4
$2.45M Buy
+1,230
New +$2.45M 0.23% 108