Atlas Capital Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-125
| Closed | -$30.3K | – | 923 |
|
|
2024
Q2 | $30.3K | Hold |
125
| – | – | ﹤0.01% | 648 |
|
|
2024
Q1 | $33.4K | Hold |
125
| – | – | 0.01% | 617 |
|
|
2023
Q4 | $30.9K | Hold |
125
| – | – | ﹤0.01% | 645 |
|
|
2023
Q3 | $22.9K | Sell |
125
-9
| -7% | -$1.65K | ﹤0.01% | 625 |
|
|
2023
Q2 | $31.5K | Hold |
134
| – | – | ﹤0.01% | 627 |
|
|
2023
Q1 | $27.2K | Hold |
134
| – | – | ﹤0.01% | 640 |
|
|
2022
Q4 | $26K | Hold |
134
| – | – | ﹤0.01% | 634 |
|
|
2022
Q3 | $23K | Hold |
134
| – | – | ﹤0.01% | 641 |
|
|
2022
Q2 | $24.5K | Buy |
134
+125
| +1,389% | +$22.8K | ﹤0.01% | 652 |
|
|
2022
Q1 | $2.13K | Hold |
9
| – | – | ﹤0.01% | 841 |
|
|
2021
Q4 | $2.64K | Hold |
9
| – | – | ﹤0.01% | 833 |
|
|
2021
Q3 | $2.28K | Hold |
9
| – | – | ﹤0.01% | 854 |
|
|
2021
Q2 | $2.16K | Buy |
+9
| New | +$2.16K | ﹤0.01% | 873 |
|
|
2020
Q1 | – | Sell |
-1,193
| Closed | -$167K | – | 679 |
|
|
2019
Q4 | $167K | Sell |
1,193
-220
| -16% | -$30.8K | 0.04% | 337 |
|
|
2019
Q3 | $199K | Buy |
+1,413
| New | +$199K | 0.06% | 319 |
|