Allworth Financial’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 | $661K | Buy |
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|
2025
Q1 | $629K | Sell |
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|
2024
Q4 | $763K | Hold |
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|
2024
Q3 | $825K | Buy |
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|
2024
Q2 | $602K | Buy |
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|
2024
Q1 | $610K | Buy |
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|
2023
Q4 | $562K | Sell |
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|
2023
Q3 | $423K | Buy |
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|
2023
Q2 | $539K | Buy |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $445K | Sell |
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $480K | Buy |
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|
2022
Q1 | $620K | Buy |
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|
2021
Q4 | $755K | Buy |
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|
2021
Q3 | $646K | Buy |
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|
2021
Q2 | $599K | Hold |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $804K | Buy |
|