Checchi Capital Advisers’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $209K | Buy |
+1,160
| New | +$230K | 0.01% | 576 |
|
|
2025
Q4 | – | Sell |
-908
| Closed | -$233K | – | 559 |
|
|
2025
Q3 | $233K | Hold |
908
| – | – | 0.02% | 501 |
|
|
2025
Q2 | $236K | Sell |
908
-170
| -16% | -$43.2K | 0.02% | 519 |
|
|
2025
Q1 | $263K | Buy |
1,078
+140
| +15% | +$35.2K | 0.02% | 492 |
|
|
2024
Q4 | $239K | Buy |
938
+7
| +0.8% | +$1.88K | 0.02% | 498 |
|
|
2024
Q3 | $274K | Sell |
931
-10
| -1% | -$2.82K | 0.02% | 467 |
|
|
2024
Q2 | $228K | Sell |
941
-6
| -0.6% | -$1.43K | 0.02% | 502 |
|
|
2024
Q1 | $253K | Buy |
947
+33
| +4% | +$8.4K | 0.02% | 480 |
|
|
2023
Q4 | $226K | Buy |
+914
| New | +$185K | 0.02% | 500 |
|
|
2023
Q3 | – | Sell |
-1,121
| Closed | -$264K | – | 553 |
|
|
2023
Q2 | $264K | Buy |
1,121
+11
| +1% | +$2.31K | 0.02% | 465 |
|
|
2023
Q1 | $225K | Sell |
1,110
-59
| -5% | -$12.3K | 0.02% | 505 |
|
|
2022
Q4 | $227K | Sell |
1,169
-137
| -10% | -$25K | 0.02% | 482 |
|
|
2022
Q3 | $224K | Buy |
1,306
+60
| +5% | +$11.8K | 0.02% | 477 |
|
|
2022
Q2 | $260K | Buy |
1,246
+134
| +12% | +$26.8K | 0.03% | 467 |
|
|
2022
Q1 | $264K | Buy |
1,112
+23
| +2% | +$5.42K | 0.03% | 439 |
|
|
2021
Q4 | $319K | Buy |
1,089
+46
| +4% | +$12.8K | 0.04% | 372 |
|
|
2021
Q3 | $264K | Sell |
1,043
-472
| -31% | -$123K | 0.03% | 407 |
|
|
2021
Q2 | $363K | Buy |
1,515
+120
| +9% | +$26.8K | 0.04% | 311 |
|
|
2021
Q1 | $253K | Buy |
1,395
+336
| +32% | +$59.4K | 0.03% | 419 |
|
|
2020
Q4 | $204K | Buy |
+1,059
| New | +$178K | 0.03% | 461 |
|
|
2020
Q3 | – | Sell |
-1,235
| Closed | -$212K | – | 468 |
|
|
2020
Q2 | $212K | Buy |
+1,235
| New | +$183K | 0.04% | 395 |
|
|
2016
Q3 | – | Sell |
-956
| Closed | -$123K | – | 637 |
|
|
2016
Q2 | $123K | Buy |
956
+118
| +14% | +$14.3K | 0.03% | 501 |
|
|
2016
Q1 | $96K | Buy |
+838
| New | +$88.2K | 0.03% | 603 |
|
Other funds holding EFX
VCM
VPM
SCP
