Stratos Wealth Partners’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
$1.55M Buy
850
+459
+117% +$839K 0.02% 560
2025
Q1
$721K Sell
391
-3
-0.8% -$5.53K 0.01% 763
2024
Q4
$784K Sell
394
-2
-0.5% -$3.98K 0.01% 778
2024
Q3
$770K Sell
396
-19
-5% -$36.9K 0.01% 777
2024
Q2
$618K Buy
+415
New +$618K 0.01% 821
2018
Q4
Sell
-104
Closed -$24K 1385
2018
Q3
$24K Buy
+104
New +$24K ﹤0.01% 1786
2018
Q2
Sell
-44
Closed -$7K 1513
2018
Q1
$7K Buy
+44
New +$7K ﹤0.01% 2474