Summit Securities Group’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	$29.2K	Sell	16 -36	-69%	-$65.8K	0.01%	518
2025 Q1	$95.9K	Buy	+52	New	+$95.9K	0.02%	141
2023 Q3	–	Sell	-33	Closed	-$27K	–	562
2023 Q2	$27K	Sell	33 -16	-33%	-$13.1K	﹤0.01%	431
2023 Q1	$34K	Buy	+49	New	+$34K	﹤0.01%	380