AE Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Buy |
3,054
+357
| +13% | +$92.6K | 0.01% | 786 |
|
|
2025
Q1 | $657K | Sell |
2,697
-223
| -8% | -$54.3K | 0.01% | 835 |
|
|
2024
Q4 | $744K | Sell |
2,920
-117
| -4% | -$29.8K | 0.01% | 777 |
|
|
2024
Q3 | $892K | Sell |
3,037
-496
| -14% | -$146K | 0.01% | 720 |
|
|
2024
Q2 | $857K | Buy |
3,533
+689
| +24% | +$167K | 0.01% | 741 |
|
|
2024
Q1 | $761K | Sell |
2,844
-1,790
| -39% | -$479K | 0.01% | 715 |
|
|
2023
Q4 | $1.14M | Buy |
4,634
+229
| +5% | +$56.4K | 0.01% | 1106 |
|
|
2023
Q3 | $807K | Buy |
4,405
+389
| +10% | +$71.3K | ﹤0.01% | 1185 |
|
|
2023
Q2 | $945K | Buy |
4,016
+30
| +0.8% | +$7.06K | 0.01% | 1108 |
|
|
2023
Q1 | $809K | Buy |
3,986
+28
| +0.7% | +$5.68K | 0.01% | 1124 |
|
|
2022
Q4 | $769K | Sell |
3,958
-39
| -1% | -$7.58K | 0.01% | 1098 |
|
|
2022
Q3 | $685K | Sell |
3,997
-208
| -5% | -$35.6K | 0.01% | 1091 |
|
|
2022
Q2 | $769K | Buy |
4,205
+124
| +3% | +$22.7K | 0.01% | 983 |
|
|
2022
Q1 | $968K | Buy |
4,081
+277
| +7% | +$65.7K | 0.01% | 926 |
|
|
2021
Q4 | $1.11M | Sell |
3,804
-24
| -0.6% | -$7.03K | 0.01% | 896 |
|
|
2021
Q3 | $970K | Buy |
3,828
+168
| +5% | +$42.6K | 0.01% | 876 |
|
|
2021
Q2 | $877K | Buy |
3,660
+2,284
| +166% | +$547K | 0.01% | 886 |
|
|
2021
Q1 | $249K | Sell |
1,376
-115
| -8% | -$20.8K | ﹤0.01% | 1321 |
|
|
2020
Q4 | $288K | Buy |
+1,491
| New | +$288K | ﹤0.01% | 1156 |
|
|
2020
Q2 | – | Sell |
-5,010
| Closed | -$598K | – | 1264 |
|
|
2020
Q1 | $598K | Buy |
+5,010
| New | +$598K | 0.01% | 627 |
|
|
2019
Q2 | – | Sell |
-3,434
| Closed | -$407K | – | 970 |
|
|
2019
Q1 | $407K | Buy |
+3,434
| New | +$407K | 0.03% | 393 |
|