Avion Wealth’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Sell |
28
-13
| -32% | -$3.25K | ﹤0.01% | 540 |
|
|
2025
Q1 | $10K | Hold |
41
| – | – | ﹤0.01% | 393 |
|
|
2024
Q4 | $10K | Buy |
41
+19
| +86% | +$4.63K | ﹤0.01% | 392 |
|
|
2024
Q3 | $6K | Buy |
22
+6
| +38% | +$1.64K | ﹤0.01% | 478 |
|
|
2024
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 552 |
|
|
2024
Q1 | $5K | Buy |
16
+6
| +60% | +$1.88K | ﹤0.01% | 453 |
|
|
2023
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 550 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | – | – | 900 |
|
|
2023
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 794 |
|