AO
Advisor OS’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
1,409
-192
| -12% | -$49.8K | 0.04% | 308 |
|
|
2025
Q1 | $390K | Sell |
1,601
-131
| -8% | -$31.9K | 0.04% | 270 |
|
|
2024
Q4 | $441K | Sell |
1,732
-1,487
| -46% | -$379K | 0.05% | 245 |
|
|
2024
Q3 | $946K | Sell |
3,219
-1,512
| -32% | -$444K | 0.09% | 159 |
|
|
2024
Q2 | $1.15M | Buy |
4,731
+18
| +0.4% | +$4.36K | 0.13% | 139 |
|
|
2024
Q1 | $1.26M | Buy |
4,713
+380
| +9% | +$102K | 0.14% | 127 |
|
|
2023
Q4 | $1.07M | Sell |
4,333
-215
| -5% | -$53.2K | 0.14% | 135 |
|
|
2023
Q3 | $833K | Buy |
4,548
+188
| +4% | +$34.4K | 0.12% | 150 |
|
|
2023
Q2 | $1.03M | Buy |
4,360
+52
| +1% | +$12.2K | 0.17% | 120 |
|
|
2023
Q1 | $874K | Buy |
4,308
+173
| +4% | +$35.1K | 0.21% | 119 |
|
|
2022
Q4 | $804K | Buy |
4,135
+844
| +26% | +$164K | 0.21% | 111 |
|
|
2022
Q3 | $564K | Sell |
3,291
-611
| -16% | -$105K | 0.17% | 120 |
|
|
2022
Q2 | $713K | Buy |
3,902
+408
| +12% | +$74.6K | 0.21% | 111 |
|
|
2022
Q1 | $828K | Buy |
3,494
+342
| +11% | +$81K | 0.24% | 100 |
|
|
2021
Q4 | $923K | Buy |
3,152
+322
| +11% | +$94.3K | 0.19% | 115 |
|
|
2021
Q3 | $717K | Buy |
2,830
+401
| +17% | +$102K | 0.16% | 121 |
|
|
2021
Q2 | $581K | Buy |
2,429
+982
| +68% | +$235K | 0.12% | 131 |
|
|
2021
Q1 | $262K | Buy |
+1,447
| New | +$262K | 0.06% | 173 |
|