Allworth Financial’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Buy |
2,548
+102
| +4% | +$26.5K | ﹤0.01% | 750 |
|
|
2025
Q1 | $629K | Sell |
2,446
-361
| -13% | -$92.9K | ﹤0.01% | 631 |
|
|
2024
Q4 | $763K | Hold |
2,807
| – | – | ﹤0.01% | 588 |
|
|
2024
Q3 | $825K | Buy |
2,807
+494
| +21% | +$145K | 0.01% | 476 |
|
|
2024
Q2 | $602K | Buy |
2,313
+33
| +1% | +$8.59K | ﹤0.01% | 532 |
|
|
2024
Q1 | $610K | Buy |
2,280
+6
| +0.3% | +$1.61K | ﹤0.01% | 505 |
|
|
2023
Q4 | $562K | Sell |
2,274
-34
| -1% | -$8.41K | ﹤0.01% | 502 |
|
|
2023
Q3 | $423K | Buy |
2,308
+19
| +0.8% | +$3.48K | ﹤0.01% | 523 |
|
|
2023
Q2 | $539K | Buy |
2,289
+9
| +0.4% | +$2.12K | ﹤0.01% | 482 |
|
|
2023
Q1 | $462K | Sell |
2,280
-10
| -0.4% | -$2.03K | ﹤0.01% | 485 |
|
|
2022
Q4 | $445K | Sell |
2,290
-59
| -3% | -$11.5K | ﹤0.01% | 481 |
|
|
2022
Q3 | $403K | Sell |
2,349
-276
| -11% | -$47.4K | 0.01% | 466 |
|
|
2022
Q2 | $480K | Buy |
2,625
+11
| +0.4% | +$2.01K | 0.01% | 402 |
|
|
2022
Q1 | $620K | Buy |
2,614
+34
| +1% | +$8.06K | 0.01% | 361 |
|
|
2021
Q4 | $755K | Buy |
2,580
+31
| +1% | +$9.07K | 0.01% | 324 |
|
|
2021
Q3 | $646K | Buy |
2,549
+49
| +2% | +$12.4K | 0.01% | 297 |
|
|
2021
Q2 | $599K | Hold |
2,500
| – | – | 0.01% | 238 |
|
|
2021
Q1 | $453K | Buy |
+2,500
| New | +$453K | 0.01% | 252 |
|
|
2020
Q2 | – | Sell |
-6,730
| Closed | -$804K | – | 1226 |
|
|
2020
Q1 | $804K | Buy |
+6,730
| New | +$804K | 0.03% | 122 |
|