Carolinas Wealth Consulting’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$244 | – | 259 |
|
|
2025
Q1 | $244 | Sell |
1
-6
| -86% | -$1.46K | ﹤0.01% | 1000 |
|
|
2024
Q4 | $1.78K | Sell |
7
-5
| -42% | -$1.27K | ﹤0.01% | 850 |
|
|
2024
Q3 | $3.53K | Buy |
12
+5
| +71% | +$1.47K | ﹤0.01% | 713 |
|
|
2024
Q2 | $1.7K | Sell |
7
-1
| -13% | -$243 | ﹤0.01% | 825 |
|
|
2024
Q1 | $2.14K | Buy |
8
+2
| +33% | +$535 | ﹤0.01% | 787 |
|
|
2023
Q4 | $1.48K | Hold |
6
| – | – | ﹤0.01% | 779 |
|
|
2023
Q3 | $1.02K | Hold |
6
| – | – | ﹤0.01% | 830 |
|
|
2023
Q2 | $1.41K | Hold |
6
| – | – | ﹤0.01% | 862 |
|
|
2023
Q1 | $1.22K | Hold |
6
| – | – | ﹤0.01% | 860 |
|
|
2022
Q4 | $1.17K | Hold |
6
| – | – | ﹤0.01% | 880 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 809 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 809 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 838 |
|
|
2021
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 821 |
|
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 785 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 858 |
|
|
2021
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 862 |
|
|
2020
Q4 | $1K | Sell |
6
-2
| -25% | -$333 | ﹤0.01% | 788 |
|
|
2020
Q3 | $1K | Sell |
8
-57
| -88% | -$7.13K | ﹤0.01% | 814 |
|
|
2020
Q2 | $11K | Buy |
+65
| New | +$11K | ﹤0.01% | 332 |
|