Avior Wealth Management’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 |
-13
| Closed | -$3.31K | – | 1194 |
|
|
2024
Q4 | $3.31K | Buy |
13
+8
| +160% | +$2.04K | ﹤0.01% | 1995 |
|
|
2024
Q3 | $1.47K | Buy |
5
+1
| +25% | +$294 | ﹤0.01% | 2028 |
|
|
2024
Q2 | $969 | Sell |
4
-276
| -99% | -$66.9K | ﹤0.01% | 2031 |
|
|
2024
Q1 | $74.9K | Buy |
280
+278
| +13,900% | +$74.4K | ﹤0.01% | 1075 |
|
|
2023
Q4 | $494 | Hold |
2
| – | – | ﹤0.01% | 1424 |
|
|
2023
Q3 | $366 | Hold |
2
| – | – | ﹤0.01% | 1515 |
|
|
2023
Q2 | $470 | Hold |
2
| – | – | ﹤0.01% | 1465 |
|
|
2023
Q1 | $405 | Buy |
+2
| New | +$405 | ﹤0.01% | 1532 |
|
|
2020
Q4 | – | Sell |
-3
| Closed | – | – | 1005 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 950 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 920 |
|
|
2020
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 807 |
|
|
2018
Q4 | – | Sell |
-253
| Closed | -$33K | – | 721 |
|
|
2018
Q3 | $33K | Sell |
253
-149
| -37% | -$19.4K | 0.01% | 511 |
|
|
2018
Q2 | $50K | Sell |
402
-74
| -16% | -$9.2K | 0.01% | 487 |
|
|
2018
Q1 | $56K | Sell |
476
-275
| -37% | -$32.4K | 0.01% | 478 |
|
|
2017
Q4 | $89K | Sell |
751
-249
| -25% | -$29.5K | 0.02% | 450 |
|
|
2017
Q3 | $106K | Buy |
+1,000
| New | +$106K | 0.03% | 170 |
|