Advisor OS’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $441K | Sell |
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|
2024
Q3 | $946K | Sell |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $833K | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $874K | Buy |
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|
2022
Q4 | $804K | Buy |
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|
2022
Q3 | $564K | Sell |
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|
2022
Q2 | $713K | Buy |
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|
2022
Q1 | $828K | Buy |
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|
2021
Q4 | $923K | Buy |
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|
2021
Q3 | $717K | Buy |
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|
2021
Q2 | $581K | Buy |
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|
2021
Q1 | $262K | Buy |
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