Benjamin F. Edwards & Company’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $71K | Buy |
292
+13
| +5% | +$3.16K | ﹤0.01% | 1235 |
|
|
2024
Q1 | $75K | Buy |
279
+225
| +417% | +$60.5K | ﹤0.01% | 1187 |
|
|
2023
Q4 | $13K | Buy |
54
+16
| +42% | +$3.85K | ﹤0.01% | 1589 |
|
|
2023
Q3 | $7K | Buy |
+38
| New | +$7K | ﹤0.01% | 1467 |
|
|
2018
Q1 | – | Sell |
-853
| Closed | -$101K | – | 1609 |
|
|
2017
Q4 | $101K | Buy |
+853
| New | +$101K | 0.01% | 644 |
|
|
2017
Q3 | – | Sell |
-6,330
| Closed | -$870K | – | 1507 |
|
|
2017
Q2 | $870K | Hold |
6,330
| – | – | 0.11% | 183 |
|
|
2017
Q1 | $866K | Hold |
6,330
| – | – | 0.13% | 176 |
|
|
2016
Q4 | $748K | Sell |
6,330
-270
| -4% | -$31.9K | 0.12% | 182 |
|
|
2016
Q3 | $888K | Hold |
6,600
| – | – | 0.16% | 143 |
|
|
2016
Q2 | $847K | Hold |
6,600
| – | – | 0.17% | 138 |
|
|
2016
Q1 | $754K | Hold |
6,600
| – | – | 0.16% | 143 |
|
|
2015
Q4 | $735K | Sell |
6,600
-560
| -8% | -$62.4K | 0.16% | 142 |
|
|
2015
Q3 | $696K | Hold |
7,160
| – | – | 0.15% | 144 |
|
|
2015
Q2 | $695K | Sell |
7,160
-300
| -4% | -$29.1K | 0.14% | 159 |
|
|
2015
Q1 | $694K | Hold |
7,460
| – | – | 0.15% | 150 |
|
|
2014
Q4 | $603K | Sell |
7,460
-313
| -4% | -$25.3K | 0.14% | 157 |
|
|
2014
Q3 | $581K | Sell |
7,773
-300
| -4% | -$22.4K | 0.15% | 158 |
|
|
2014
Q2 | $586K | Hold |
8,073
| – | – | 0.15% | 156 |
|
|
2014
Q1 | $549K | Hold |
8,073
| – | – | 0.15% | 155 |
|
|
2013
Q4 | $558K | Buy |
8,073
+524
| +7% | +$36.2K | 0.19% | 141 |
|
|
2013
Q3 | $452K | Buy |
+7,549
| New | +$452K | 0.17% | 145 |
|