Avantax Advisory Services’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
5,206
+123
| +2% | +$31.9K | 0.01% | 992 |
|
|
2025
Q1 | $1.24M | Buy |
5,083
+584
| +13% | +$142K | 0.01% | 980 |
|
|
2024
Q4 | $1.15M | Hold |
4,499
| – | – | 0.01% | 979 |
|
|
2024
Q3 | $1.32M | Buy |
4,499
+865
| +24% | +$254K | 0.01% | 880 |
|
|
2024
Q2 | $881K | Buy |
3,634
+2,801
| +336% | +$679K | 0.01% | 1053 |
|
|
2024
Q1 | $223K | Buy |
+833
| New | +$223K | ﹤0.01% | 1483 |
|