B. Riley Wealth Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $367K | Buy |
+2,313
| New | +$394K | 0.02% | 559 |
|
|
2025
Q3 | – | Sell |
-883
| Closed | -$229K | – | 1106 |
|
|
2025
Q2 | $229K | Buy |
+883
| New | +$225K | 0.01% | 822 |
|
|
2024
Q4 | $212K | Buy |
832
+16
| +2% | +$4.29K | 0.01% | 1021 |
|
|
2024
Q3 | $240K | Sell |
816
-67
| -8% | -$18.9K | 0.01% | 1061 |
|
|
2024
Q2 | $214K | Sell |
883
-565
| -39% | -$135K | 0.01% | 1207 |
|
|
2024
Q1 | $265K | Buy |
1,448
+517
| +56% | +$132K | 0.01% | 1103 |
|
|
2023
Q4 | $230K | Sell |
931
-517
| -36% | -$105K | 0.01% | 1188 |
|
|
2023
Q3 | $265K | Buy |
1,448
+26
| +2% | +$5.31K | 0.01% | 1103 |
|
|
2023
Q2 | $335K | Buy |
1,422
+79
| +6% | +$16.6K | 0.01% | 1062 |
|
|
2023
Q1 | $272K | Sell |
1,343
-1,001
| -43% | -$208K | 0.01% | 1123 |
|
|
2022
Q4 | $456K | Buy |
2,344
+284
| +14% | +$51.9K | 0.01% | 827 |
|
|
2022
Q3 | $354K | Sell |
2,060
-4
| -0.2% | -$784 | 0.01% | 920 |
|
|
2022
Q2 | $377K | Buy |
2,064
+247
| +14% | +$49.4K | 0.02% | 773 |
|
|
2022
Q1 | $431K | Sell |
1,817
-2,303
| -56% | -$543K | 0.01% | 828 |
|
|
2021
Q4 | $1.21M | Sell |
4,120
-315
| -7% | -$87.7K | 0.03% | 473 |
|
|
2021
Q3 | $1.12M | Buy |
4,435
+1,772
| +67% | +$461K | 0.04% | 484 |
|
|
2021
Q2 | $607K | Buy |
2,663
+61
| +2% | +$13.6K | 0.02% | 677 |
|
|
2021
Q1 | $475K | Sell |
2,602
-1,918
| -42% | -$339K | 0.02% | 757 |
|
|
2020
Q4 | $873K | Buy |
4,520
+47
| +1% | +$7.9K | 0.05% | 367 |
|
|
2020
Q3 | $710K | Buy |
4,473
+218
| +5% | +$35.7K | 0.04% | 408 |
|
|
2020
Q2 | $733K | Sell |
4,255
-955
| -18% | -$141K | 0.05% | 340 |
|
|
2020
Q1 | $623K | Buy |
5,210
+1,278
| +33% | +$186K | 0.05% | 335 |
|
|
2019
Q4 | $551K | Sell |
3,932
-2,068
| -34% | -$286K | 0.05% | 403 |
|
|
2019
Q3 | $845K | Buy |
+6,000
| New | +$845K | 0.08% | 250 |
|
|
2017
Q3 | – | Sell |
-1,930
| Closed | -$267K | – | 548 |
|
|
2017
Q2 | $267K | Buy |
1,930
+57
| +3% | +$7.82K | 0.05% | 399 |
|
|
2017
Q1 | $257K | Sell |
1,873
-456
| -20% | -$58K | 0.05% | 391 |
|
|
2016
Q4 | $277K | Sell |
2,329
-100
| -4% | -$12.2K | 0.06% | 365 |
|
|
2016
Q3 | $328K | Sell |
2,429
-55
| -2% | -$7.29K | 0.06% | 379 |
|
|
2016
Q2 | $321K | Sell |
2,484
-28
| -1% | -$3.39K | 0.06% | 377 |
|
|
2016
Q1 | $288K | Sell |
2,512
-157
| -6% | -$16.5K | 0.07% | 363 |
|
|
2015
Q4 | $299K | Buy |
+2,669
| New | +$288K | 0.06% | 361 |
|
|
2015
Q1 | – | Sell |
-498
| Closed | -$40 | – | 953 |
|
|
2014
Q4 | $40 | Buy |
+498
| New | +$38.5K | ﹤0.01% | 2197 |
|
|
2014
Q3 | – | Sell |
-474
| Closed | -$34.4K | – | 979 |
|
|
2014
Q2 | $34.4K | Buy |
+474
| New | +$33.3K | 0.01% | 1189 |
|
Other funds holding EFX
FFM
TSAM
CNB
BZWA
P
YIH
TFA