Avestar Capital’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-833
| Closed | -$212K | – | 447 |
|
|
2024
Q4 | $212K | Buy |
833
+78
| +10% | +$19.9K | 0.02% | 435 |
|
|
2024
Q3 | $222K | Buy |
+755
| New | +$222K | 0.02% | 396 |
|
|
2022
Q2 | – | Sell |
-6,177
| Closed | -$1.47M | – | 280 |
|
|
2022
Q1 | $1.47M | Sell |
6,177
-1,897
| -23% | -$450K | 0.23% | 71 |
|
|
2021
Q4 | $2.36M | Buy |
8,074
+13
| +0.2% | +$3.81K | 0.29% | 43 |
|
|
2021
Q3 | $2.04M | Sell |
8,061
-152
| -2% | -$38.5K | 0.26% | 55 |
|
|
2021
Q2 | $1.97M | Buy |
8,213
+1,816
| +28% | +$435K | 0.26% | 60 |
|
|
2021
Q1 | $1.45M | Buy |
+6,397
| New | +$1.45M | 0.32% | 63 |
|
|
2019
Q3 | – | Sell |
-36
| Closed | -$3K | – | 363 |
|
|
2019
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 631 |
|
|
2019
Q1 | $2K | Sell |
36
-3
| -8% | -$167 | ﹤0.01% | 655 |
|
|
2018
Q4 | $2K | Buy |
39
+24
| +160% | +$1.23K | ﹤0.01% | 623 |
|
|
2018
Q3 | $1K | Sell |
15
-29
| -66% | -$1.93K | ﹤0.01% | 697 |
|
|
2018
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 636 |
|
|
2018
Q1 | $2K | Buy |
44
+41
| +1,367% | +$1.86K | ﹤0.01% | 632 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 758 |
|