Cherry Creek Investment Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
1,168
+2
| +0.2% | +$519 | 0.14% | 89 |
|
|
2025
Q1 | $284K | Buy |
1,166
+2
| +0.2% | +$487 | 0.15% | 89 |
|
|
2024
Q4 | $297K | Buy |
1,164
+2
| +0.2% | +$510 | 0.15% | 88 |
|
|
2024
Q3 | $341K | Buy |
1,162
+1
| +0.1% | +$294 | 0.18% | 76 |
|
|
2024
Q2 | $281K | Buy |
1,161
+2
| +0.2% | +$485 | 0.15% | 85 |
|
|
2024
Q1 | $310K | Buy |
1,159
+2
| +0.2% | +$535 | 0.17% | 77 |
|
|
2023
Q4 | $286K | Buy |
1,157
+2
| +0.2% | +$495 | 0.17% | 77 |
|
|
2023
Q3 | $212K | Buy |
1,155
+2
| +0.2% | +$366 | 0.14% | 81 |
|
|
2023
Q2 | $271K | Buy |
1,153
+2
| +0.2% | +$471 | 0.18% | 71 |
|
|
2023
Q1 | $233K | Buy |
1,151
+2
| +0.2% | +$406 | 0.17% | 76 |
|
|
2022
Q4 | $223K | Buy |
+1,149
| New | +$223K | 0.17% | 78 |
|
|
2022
Q3 | – | Sell |
-1,144
| Closed | -$209K | – | 91 |
|
|
2022
Q2 | $209K | Buy |
1,144
+3
| +0.3% | +$548 | 0.17% | 83 |
|
|
2022
Q1 | $271K | Buy |
1,141
+2
| +0.2% | +$475 | 0.18% | 85 |
|
|
2021
Q4 | $334K | Buy |
1,139
+1
| +0.1% | +$293 | 0.21% | 75 |
|
|
2021
Q3 | $288K | Buy |
1,138
+2
| +0.2% | +$506 | 0.19% | 81 |
|
|
2021
Q2 | $272K | Buy |
+1,136
| New | +$272K | 0.18% | 87 |
|