Beacon Pointe Advisors’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Sell |
2,549
-42
| -2% | -$10.9K | 0.01% | 797 |
|
|
2025
Q1 | $631K | Sell |
2,591
-52
| -2% | -$12.7K | 0.01% | 765 |
|
|
2024
Q4 | $674K | Buy |
2,643
+535
| +25% | +$136K | 0.01% | 729 |
|
|
2024
Q3 | $619K | Sell |
2,108
-503
| -19% | -$148K | 0.01% | 772 |
|
|
2024
Q2 | $633K | Sell |
2,611
-691
| -21% | -$168K | 0.01% | 791 |
|
|
2024
Q1 | $883K | Sell |
3,302
-51
| -2% | -$13.6K | 0.01% | 727 |
|
|
2023
Q4 | $829K | Sell |
3,353
-32
| -0.9% | -$7.91K | 0.01% | 722 |
|
|
2023
Q3 | $620K | Buy |
3,385
+182
| +6% | +$33.3K | 0.01% | 791 |
|
|
2023
Q2 | $754K | Sell |
3,203
-31
| -1% | -$7.3K | 0.01% | 596 |
|
|
2023
Q1 | $656K | Sell |
3,234
-2,331
| -42% | -$473K | 0.01% | 675 |
|
|
2022
Q4 | $1.08M | Buy |
5,565
+475
| +9% | +$92.3K | 0.02% | 483 |
|
|
2022
Q3 | $872K | Buy |
5,090
+87
| +2% | +$14.9K | 0.02% | 497 |
|
|
2022
Q2 | $913K | Sell |
5,003
-698
| -12% | -$127K | 0.02% | 489 |
|
|
2022
Q1 | $1.35M | Buy |
5,701
+310
| +6% | +$73.5K | 0.02% | 540 |
|
|
2021
Q4 | $1.58M | Buy |
5,391
+141
| +3% | +$41.3K | 0.04% | 294 |
|
|
2021
Q3 | $1.33M | Buy |
5,250
+834
| +19% | +$211K | 0.03% | 361 |
|
|
2021
Q2 | $1.06M | Buy |
+4,416
| New | +$1.06M | 0.04% | 329 |
|