Beacon Pointe Advisors’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$418K Sell
2025
Q2
$661K Sell
2025
Q1
$631K Sell
2024
Q4
$674K Buy
2024
Q3
$619K Sell
2024
Q2
$633K Sell
2024
Q1
$883K Sell
2023
Q4
$829K Sell
2023
Q3
$620K Buy
2023
Q2
$754K Sell
2023
Q1
$656K Sell
2022
Q4
$1.08M Buy
2022
Q3
$872K Buy
2022
Q2
$913K Sell
2022
Q1
$1.35M Buy
2021
Q4
$1.58M Buy
2021
Q3
$1.33M Buy
2021
Q2
$1.06M Buy