Allen Mooney & Barnes Investment Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45M | Hold |
28,705
| – | – | 1.22% | 28 |
|
|
2025
Q1 | $6.99M | Hold |
28,705
| – | – | 1.14% | 35 |
|
|
2024
Q4 | $7.32M | Hold |
28,705
| – | – | 1.23% | 30 |
|
|
2024
Q3 | $8.44M | Sell |
28,705
-95
| -0.3% | -$27.9K | 1.44% | 28 |
|
|
2024
Q2 | $6.98M | Sell |
28,800
-1
| -0% | -$242 | 1.25% | 30 |
|
|
2024
Q1 | $7.18M | Sell |
28,801
-70
| -0.2% | -$17.4K | 1.38% | 29 |
|
|
2023
Q4 | $7.14M | Buy |
28,871
+26
| +0.1% | +$6.43K | 1.36% | 30 |
|
|
2023
Q3 | $5.28M | Buy |
28,845
+150
| +0.5% | +$27.5K | 1.13% | 30 |
|
|
2023
Q2 | $6.75M | Hold |
28,695
| – | – | 1.5% | 28 |
|
|
2023
Q1 | $5.82M | Buy |
28,695
+25
| +0.1% | +$5.07K | 1.39% | 28 |
|
|
2022
Q4 | $5.57M | Hold |
28,670
| – | – | 1.34% | 31 |
|
|
2022
Q3 | $4.91M | Hold |
28,670
| – | – | 1.31% | 31 |
|
|
2022
Q2 | $5.24M | Hold |
28,670
| – | – | 1.34% | 32 |
|
|
2022
Q1 | $6.8M | Buy |
+28,670
| New | +$6.8M | 1.51% | 27 |
|