Biltmore Family Office’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Sell |
17,676
-5,950
| -25% | -$1.54M | 0.77% | 21 |
|
|
2025
Q1 | $5.75M | Buy |
23,626
+5,750
| +32% | +$1.4M | 0.98% | 16 |
|
|
2024
Q4 | $4.56M | Sell |
17,876
-57
| -0.3% | -$14.5K | 0.77% | 22 |
|
|
2024
Q3 | $5.27M | Buy |
17,933
+5
| +0% | +$1.47K | 0.9% | 18 |
|
|
2024
Q2 | $4.35M | Hold |
17,928
| – | – | 0.8% | 19 |
|
|
2024
Q1 | $4.8M | Sell |
17,928
-600
| -3% | -$161K | 0.94% | 17 |
|
|
2023
Q4 | $4.58M | Sell |
18,528
-25
| -0.1% | -$6.18K | 0.94% | 15 |
|
|
2023
Q3 | $3.4M | Buy |
18,553
+125
| +0.7% | +$22.9K | 0.77% | 18 |
|
|
2023
Q2 | $4.34M | Sell |
18,428
-400
| -2% | -$94.1K | 0.92% | 14 |
|
|
2023
Q1 | $3.82M | Hold |
18,828
| – | – | 0.81% | 18 |
|
|
2022
Q4 | $3.66M | Hold |
18,828
| – | – | 0.75% | 22 |
|
|
2022
Q3 | $3.23M | Hold |
18,828
| – | – | 0.74% | 19 |
|
|
2022
Q2 | $3.44M | Hold |
18,828
| – | – | 0.86% | 22 |
|
|
2022
Q1 | $4.46M | Hold |
18,828
| – | – | 0.96% | 17 |
|
|
2021
Q4 | $5.51M | Sell |
18,828
-322
| -2% | -$94.3K | 1.05% | 14 |
|
|
2021
Q3 | $4.85M | Sell |
19,150
-850
| -4% | -$215K | 1.17% | 11 |
|
|
2021
Q2 | $4.79M | Sell |
20,000
-894
| -4% | -$214K | 1.36% | 9 |
|
|
2021
Q1 | $3.79M | Hold |
20,894
| – | – | 1.18% | 12 |
|
|
2020
Q4 | $4.03M | Sell |
20,894
-106
| -0.5% | -$20.4K | 1.21% | 10 |
|
|
2020
Q3 | $3.3M | Sell |
21,000
-900
| -4% | -$141K | 1.84% | 12 |
|
|
2020
Q2 | $3.76M | Sell |
21,900
-500
| -2% | -$85.9K | 2.27% | 10 |
|
|
2020
Q1 | $2.68M | Sell |
22,400
-715
| -3% | -$85.4K | 1.76% | 15 |
|
|
2019
Q4 | $3.24M | Hold |
23,115
| – | – | 1.3% | 24 |
|
|
2019
Q3 | $3.25M | Sell |
23,115
-1,885
| -8% | -$265K | 1.4% | 20 |
|
|
2019
Q2 | $3.38M | Sell |
25,000
-1,750
| -7% | -$237K | 1.83% | 17 |
|
|
2019
Q1 | $3.17M | Hold |
26,750
| – | – | 1.61% | 20 |
|
|
2018
Q4 | $2.49M | Hold |
26,750
| – | – | 1.41% | 21 |
|
|
2018
Q3 | $3.49M | Sell |
26,750
-1,000
| -4% | -$131K | 1.66% | 20 |
|
|
2018
Q2 | $3.47M | Sell |
27,750
-750
| -3% | -$93.8K | 1.73% | 16 |
|
|
2018
Q1 | $3.36M | Sell |
28,500
-1,000
| -3% | -$118K | 1.49% | 17 |
|
|
2017
Q4 | $3.48M | Buy |
+29,500
| New | +$3.48M | 1.57% | 19 |
|