Steward Partners Investment Advisory’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 | $680K | Buy |
372
+6
| +2% | +$11K | 0.01% | 1156 |
|
|
2025
Q1 | $675K | Buy |
366
+119
| +48% | +$219K | 0.01% | 1078 |
|
|
2024
Q4 | $492K | Sell |
247
-8
| -3% | -$15.9K | ﹤0.01% | 1168 |
|
|
2024
Q3 | $496K | Buy |
255
+20
| +9% | +$38.9K | ﹤0.01% | 1113 |
|
|
2024
Q2 | $350K | Buy |
235
+49
| +26% | +$72.9K | ﹤0.01% | 1219 |
|
|
2024
Q1 | $232K | Sell |
186
-17
| -8% | -$21.2K | ﹤0.01% | 1370 |
|
|
2023
Q4 | $236K | Buy |
203
+3
| +2% | +$3.49K | ﹤0.01% | 1317 |
|
|
2023
Q3 | $174K | Buy |
200
+12
| +6% | +$10.4K | ﹤0.01% | 1351 |
|
|
2023
Q2 | $152K | Buy |
188
+26
| +16% | +$21K | ﹤0.01% | 1392 |
|
|
2023
Q1 | $114K | Hold |
162
| – | – | ﹤0.01% | 1527 |
|
|
2022
Q4 | $97K | Sell |
162
-10
| -6% | -$5.99K | ﹤0.01% | 1570 |
|
|
2022
Q3 | $71K | Sell |
172
-3
| -2% | -$1.24K | ﹤0.01% | 1622 |
|
|
2022
Q2 | $70K | Sell |
175
-24
| -12% | -$9.6K | ﹤0.01% | 1638 |
|
|
2022
Q1 | $93K | Buy |
199
+20
| +11% | +$9.35K | ﹤0.01% | 1639 |
|
|
2021
Q4 | $78K | Hold |
179
| – | – | ﹤0.01% | 1698 |
|
|
2021
Q3 | $71K | Buy |
179
+139
| +348% | +$55.1K | ﹤0.01% | 1703 |
|
|
2021
Q2 | $20K | Hold |
40
| – | – | ﹤0.01% | 5100 |
|
|
2021
Q1 | $19.4K | Sell |
40
-4
| -9% | -$1.94K | ﹤0.01% | 2501 |
|
|
2020
Q4 | $22K | Buy |
44
+4
| +10% | +$2K | ﹤0.01% | 2015 |
|
|
2020
Q3 | $17K | Hold |
40
| – | – | ﹤0.01% | 1944 |
|
|
2020
Q2 | $17K | Buy |
+40
| New | +$17K | ﹤0.01% | 1828 |
|