Capital Advisors Ltd’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Buy |
119
+1
| +0.8% | +$261 | ﹤0.01% | 557 |
|
|
2025
Q1 | $29K | Hold |
118
| – | – | ﹤0.01% | 559 |
|
|
2024
Q4 | $30K | Sell |
118
-6
| -5% | -$1.53K | ﹤0.01% | 549 |
|
|
2024
Q3 | $36K | Buy |
124
+4
| +3% | +$1.16K | ﹤0.01% | 511 |
|
|
2024
Q2 | $29K | Buy |
120
+7
| +6% | +$1.69K | ﹤0.01% | 538 |
|
|
2024
Q1 | $30K | Buy |
113
+1
| +0.9% | +$265 | ﹤0.01% | 515 |
|
|
2023
Q4 | $28K | Hold |
112
| – | – | ﹤0.01% | 512 |
|
|
2023
Q3 | $21K | Hold |
112
| – | – | ﹤0.01% | 546 |
|
|
2023
Q2 | $26K | Buy |
112
+82
| +273% | +$19K | ﹤0.01% | 527 |
|
|
2023
Q1 | $6K | Sell |
30
-82
| -73% | -$16.4K | ﹤0.01% | 641 |
|
|
2022
Q4 | $6K | Buy |
+112
| New | +$6K | ﹤0.01% | 622 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$1K | – | 976 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 651 |
|