Cetera Investment Advisers’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Buy |
16,509
+941
| +6% | +$244K | 0.01% | 1291 |
|
|
2025
Q1 | $3.79M | Sell |
15,568
-563
| -3% | -$137K | 0.01% | 1292 |
|
|
2024
Q4 | $4.11M | Sell |
16,131
-309
| -2% | -$78.7K | 0.01% | 1154 |
|
|
2024
Q3 | $4.83M | Buy |
16,440
+551
| +3% | +$162K | 0.01% | 1020 |
|
|
2024
Q2 | $3.85M | Sell |
15,889
-1,126
| -7% | -$273K | 0.01% | 1143 |
|
|
2024
Q1 | $4.55M | Buy |
17,015
+11,002
| +183% | +$2.94M | 0.01% | 1036 |
|
|
2023
Q4 | $1.49M | Buy |
6,013
+230
| +4% | +$56.9K | 0.01% | 908 |
|
|
2023
Q3 | $1.06M | Buy |
5,783
+245
| +4% | +$44.9K | 0.01% | 1023 |
|
|
2023
Q2 | $1.3M | Buy |
5,538
+1,369
| +33% | +$322K | 0.01% | 956 |
|
|
2023
Q1 | $846K | Sell |
4,169
-552
| -12% | -$112K | 0.01% | 1117 |
|
|
2022
Q4 | $918K | Buy |
4,721
+1,883
| +66% | +$366K | 0.01% | 1037 |
|
|
2022
Q3 | $487K | Buy |
2,838
+1,007
| +55% | +$173K | 0.01% | 998 |
|
|
2022
Q2 | $335K | Buy |
1,831
+138
| +8% | +$25.2K | 0.01% | 1340 |
|
|
2022
Q1 | $401K | Buy |
1,693
+260
| +18% | +$61.6K | 0.01% | 1312 |
|
|
2021
Q4 | $420K | Sell |
1,433
-47
| -3% | -$13.8K | 0.01% | 1286 |
|
|
2021
Q3 | $375K | Sell |
1,480
-1,402
| -49% | -$355K | 0.01% | 1304 |
|
|
2021
Q2 | $690K | Buy |
2,882
+652
| +29% | +$156K | 0.01% | 941 |
|
|
2021
Q1 | $404K | Sell |
2,230
-1,401
| -39% | -$254K | 0.01% | 1093 |
|
|
2020
Q4 | $700K | Buy |
+3,631
| New | +$700K | 0.01% | 811 |
|