Bragg Financial 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 | $420K | Buy |
1,618
+6
| +0.4% | +$1.56K | 0.02% | 287 |
|
|
2025
Q1 | $393K | Hold |
1,612
| – | – | 0.02% | 274 |
|
|
2024
Q4 | $411K | Sell |
1,612
-168
| -9% | -$42.8K | 0.02% | 270 |
|
|
2024
Q3 | $523K | Sell |
1,780
-100
| -5% | -$29.4K | 0.02% | 244 |
|
|
2024
Q2 | $456K | Hold |
1,880
| – | – | 0.02% | 249 |
|
|
2024
Q1 | $503K | Hold |
1,880
| – | – | 0.02% | 240 |
|
|
2023
Q4 | $465K | Hold |
1,880
| – | – | 0.02% | 244 |
|
|
2023
Q3 | $344K | Hold |
1,880
| – | – | 0.02% | 265 |
|
|
2023
Q2 | $442K | Hold |
1,880
| – | – | 0.02% | 251 |
|
|
2023
Q1 | $381K | Hold |
1,880
| – | – | 0.02% | 255 |
|
|
2022
Q4 | $365K | Hold |
1,880
| – | – | 0.02% | 251 |
|
|
2022
Q3 | $322K | Hold |
1,880
| – | – | 0.02% | 252 |
|
|
2022
Q2 | $344K | Sell |
1,880
-100
| -5% | -$18.3K | 0.02% | 259 |
|
|
2022
Q1 | $469K | Sell |
1,980
-40
| -2% | -$9.48K | 0.03% | 242 |
|
|
2021
Q4 | $512K | Hold |
2,020
| – | – | 0.03% | 220 |
|
|
2021
Q3 | $512K | Hold |
2,020
| – | – | 0.03% | 220 |
|
|
2021
Q2 | $484K | Buy |
2,020
+20
| +1% | +$4.79K | 0.03% | 228 |
|
|
2021
Q1 | $362K | Hold |
2,000
| – | – | 0.02% | 243 |
|
|
2020
Q4 | $386K | Hold |
2,000
| – | – | 0.03% | 219 |
|
|
2020
Q3 | $314K | Hold |
2,000
| – | – | 0.03% | 223 |
|
|
2020
Q2 | $344K | Sell |
2,000
-23
| -1% | -$3.96K | 0.04% | 213 |
|
|
2020
Q1 | $242K | Hold |
2,023
| – | – | 0.03% | 228 |
|
|
2019
Q4 | $283K | Hold |
2,023
| – | – | 0.03% | 241 |
|
|
2019
Q3 | $285K | Buy |
2,023
+23
| +1% | +$3.24K | 0.03% | 237 |
|
|
2019
Q2 | $270K | Hold |
2,000
| – | – | 0.03% | 245 |
|
|
2019
Q1 | $237K | Buy |
+2,000
| New | +$237K | 0.03% | 251 |
|