Cannon Financial Strategists’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
920
| – | – | 0.04% | 89 |
|
|
2025
Q1 | $224K | Sell |
920
-139
| -13% | -$33.9K | 0.04% | 89 |
|
|
2024
Q4 | $270K | Sell |
1,059
-1
| -0.1% | -$255 | 0.05% | 79 |
|
|
2024
Q3 | $311K | Sell |
1,060
-1
| -0.1% | -$294 | 0.05% | 71 |
|
|
2024
Q2 | $257K | Hold |
1,061
| – | – | 0.05% | 80 |
|
|
2024
Q1 | $284K | Hold |
1,061
| – | – | 0.06% | 74 |
|
|
2023
Q4 | $262K | Sell |
1,061
-41
| -4% | -$10.1K | 0.06% | 75 |
|
|
2023
Q3 | $202K | Sell |
1,102
-24
| -2% | -$4.4K | 0.05% | 79 |
|
|
2023
Q2 | $265K | Sell |
1,126
-40
| -3% | -$9.41K | 0.07% | 74 |
|
|
2023
Q1 | $237K | Hold |
1,166
| – | – | 0.08% | 66 |
|
|
2022
Q4 | $227K | Sell |
1,166
-21
| -2% | -$4.08K | 0.08% | 60 |
|
|
2022
Q3 | $203K | Hold |
1,187
| – | – | 0.08% | 63 |
|
|
2022
Q2 | $217K | Buy |
1,187
+21
| +2% | +$3.84K | 0.08% | 69 |
|
|
2022
Q1 | $276K | Hold |
1,166
| – | – | 0.1% | 56 |
|
|
2021
Q4 | $341K | Hold |
1,166
| – | – | 0.12% | 51 |
|
|
2021
Q3 | $295K | Hold |
1,166
| – | – | 0.11% | 52 |
|
|
2021
Q2 | $279K | Hold |
1,166
| – | – | 0.11% | 53 |
|
|
2021
Q1 | $211K | Hold |
1,166
| – | – | 0.09% | 57 |
|
|
2020
Q4 | $225K | Buy |
+1,166
| New | +$225K | 0.11% | 54 |
|
|
2020
Q3 | – | Sell |
-1,185
| Closed | -$204K | – | 55 |
|
|
2020
Q2 | $204K | Buy |
+1,185
| New | +$204K | 0.12% | 53 |
|