Bell Investment Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Buy |
66
+23
| +53% | +$5.97K | ﹤0.01% | 470 |
|
|
2025
Q1 | $10.5K | Hold |
43
| – | – | ﹤0.01% | 583 |
|
|
2024
Q4 | $11K | Sell |
43
-5
| -10% | -$1.27K | ﹤0.01% | 565 |
|
|
2024
Q3 | $14.1K | Hold |
48
| – | – | ﹤0.01% | 496 |
|
|
2024
Q2 | $11.6K | Sell |
48
-3
| -6% | -$727 | ﹤0.01% | 559 |
|
|
2024
Q1 | $13.6K | Buy |
51
+3
| +6% | +$803 | ﹤0.01% | 474 |
|
|
2023
Q4 | $11.9K | Sell |
48
-8
| -14% | -$1.98K | ﹤0.01% | 498 |
|
|
2023
Q3 | $10.3K | Sell |
56
-6
| -10% | -$1.1K | ﹤0.01% | 497 |
|
|
2023
Q2 | $14.6K | Hold |
62
| – | – | ﹤0.01% | 386 |
|
|
2023
Q1 | $12.6K | Sell |
62
-1
| -2% | -$203 | ﹤0.01% | 415 |
|
|
2022
Q4 | $12.2K | Buy |
63
+41
| +186% | +$7.97K | ﹤0.01% | 421 |
|
|
2022
Q3 | $4K | Sell |
22
-16
| -42% | -$2.91K | ﹤0.01% | 770 |
|
|
2022
Q2 | $7K | Buy |
+38
| New | +$7K | ﹤0.01% | 547 |
|
|
2021
Q4 | $10K | Buy |
33
+6
| +22% | +$1.82K | ﹤0.01% | 487 |
|
|
2021
Q3 | $7K | Buy |
+27
| New | +$7K | ﹤0.01% | 563 |
|