Advisory Services Network’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $69.3K | Buy |
+385
| New | +$76.5K | ﹤0.01% | 2428 |
|
|
2025
Q4 | – | Sell |
-267
| Closed | -$68.5K | – | 2500 |
|
|
2025
Q3 | $68.5K | Buy |
+267
| New | +$67.1K | ﹤0.01% | 2274 |
|
|
2024
Q1 | – | Sell |
-380
| Closed | -$93.9K | – | 2053 |
|
|
2023
Q4 | $93.9K | Buy |
+380
| New | +$77.1K | ﹤0.01% | 1687 |
|
|
2023
Q2 | – | Sell |
-321
| Closed | -$65.1K | – | 2054 |
|
|
2023
Q1 | $65.1K | Sell |
321
-20
| -6% | -$4.16K | ﹤0.01% | 1884 |
|
|
2022
Q4 | $66.3K | Sell |
341
-1,092
| -76% | -$200K | ﹤0.01% | 1826 |
|
|
2022
Q3 | $246K | Buy |
+1,433
| New | +$281K | 0.01% | 1116 |
|
|
2021
Q3 | – | Sell |
-1,455
| Closed | -$349K | – | 1901 |
|
|
2021
Q2 | $349K | Buy |
+1,455
| New | +$325K | 0.01% | 1018 |
|
|
2021
Q1 | – | Sell |
-297
| Closed | -$57K | – | 1803 |
|
|
2020
Q4 | $57K | Sell |
297
-178
| -37% | -$29.9K | ﹤0.01% | 1593 |
|
|
2020
Q3 | $74K | Buy |
+475
| New | +$77.8K | ﹤0.01% | 1388 |
|
|
2020
Q2 | – | Sell |
-421
| Closed | -$50K | – | 1476 |
|
|
2020
Q1 | $50K | Buy |
421
+76
| +22% | +$11.1K | ﹤0.01% | 1389 |
|
|
2019
Q4 | $48K | Hold |
345
| – | – | ﹤0.01% | 1506 |
|
|
2019
Q3 | $47K | Hold |
345
| – | – | ﹤0.01% | 1390 |
|
|
2019
Q2 | $47K | Buy |
345
+190
| +123% | +$23.8K | ﹤0.01% | 1388 |
|
|
2019
Q1 | $18K | Buy |
155
+81
| +109% | +$8.65K | ﹤0.01% | 1650 |
|
|
2018
Q4 | $7K | Sell |
74
-430
| -85% | -$45.8K | ﹤0.01% | 1881 |
|
|
2018
Q3 | $66K | Hold |
504
| – | – | ﹤0.01% | 1125 |
|
|
2018
Q2 | $62K | Sell |
504
-19
| -4% | -$2.25K | ﹤0.01% | 1133 |
|
|
2018
Q1 | $62K | Buy |
523
+418
| +398% | +$50.2K | 0.01% | 1224 |
|
|
2017
Q4 | $12K | Buy |
105
+87
| +483% | +$9.78K | ﹤0.01% | 1768 |
|
|
2017
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 2136 |
|
|
2017
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 2093 |
|
|
2017
Q1 | $2K | Buy |
+18
| New | +$2.29K | ﹤0.01% | 1958 |
|
|
2016
Q3 | – | Sell |
-56
| Closed | -$7K | – | 2004 |
|
|
2016
Q2 | $7K | Hold |
56
| – | – | ﹤0.01% | 1302 |
|
|
2016
Q1 | $6K | Buy |
+56
| New | +$5.89K | ﹤0.01% | 1203 |
|
|
2015
Q3 | – | Sell |
-20
| Closed | -$2K | – | 1525 |
|
|
2015
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 1263 |
|
|
2015
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 1178 |
|
|
2014
Q4 | $2K | Buy |
+20
| New | +$1.55K | ﹤0.01% | 1088 |
|
|
2014
Q1 | – | Sell |
-46
| Closed | -$3K | – | 367 |
|
|
2013
Q4 | $3K | Buy |
+46
| New | +$2.99K | ﹤0.01% | 924 |
|
Other funds holding EFX
VCM
VPM
SCP
