Clearstead 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 | $565K | Buy |
2,178
+188
| +9% | +$48.8K | 0.01% | 579 |
|
|
2025
Q1 | $485K | Sell |
1,990
-940
| -32% | -$229K | 0.01% | 582 |
|
|
2024
Q4 | $747K | Buy |
2,930
+12
| +0.4% | +$3.06K | 0.01% | 478 |
|
|
2024
Q3 | $857K | Sell |
2,918
-60
| -2% | -$17.6K | 0.01% | 446 |
|
|
2024
Q2 | $722K | Buy |
2,978
+2,794
| +1,518% | +$677K | 0.01% | 464 |
|
|
2024
Q1 | $45K | Sell |
184
-17
| -8% | -$4.16K | ﹤0.01% | 790 |
|
|
2023
Q4 | $49.7K | Sell |
201
-345
| -63% | -$85.3K | ﹤0.01% | 735 |
|
|
2023
Q3 | $100K | Buy |
546
+273
| +100% | +$50K | ﹤0.01% | 726 |
|
|
2023
Q2 | $64.2K | Sell |
273
-2
| -0.7% | -$471 | ﹤0.01% | 678 |
|
|
2023
Q1 | $55.8K | Sell |
275
-21
| -7% | -$4.26K | ﹤0.01% | 644 |
|
|
2022
Q4 | $57.5K | Sell |
296
-28
| -9% | -$5.44K | ﹤0.01% | 603 |
|
|
2022
Q3 | $56K | Sell |
324
-33
| -9% | -$5.7K | 0.01% | 588 |
|
|
2022
Q2 | $65K | Sell |
357
-87
| -20% | -$15.8K | 0.01% | 568 |
|
|
2022
Q1 | $105K | Hold |
444
| – | – | 0.01% | 537 |
|
|
2021
Q4 | $130K | Buy |
444
+4
| +0.9% | +$1.17K | 0.01% | 467 |
|
|
2021
Q3 | $112K | Buy |
440
+362
| +464% | +$92.1K | 0.01% | 458 |
|
|
2021
Q2 | $19K | Buy |
78
+8
| +11% | +$1.95K | ﹤0.01% | 707 |
|
|
2021
Q1 | $13K | Hold |
70
| – | – | ﹤0.01% | 743 |
|
|
2020
Q4 | $13K | Hold |
70
| – | – | ﹤0.01% | 683 |
|
|
2020
Q3 | $11K | Hold |
70
| – | – | ﹤0.01% | 651 |
|
|
2020
Q2 | $12K | Sell |
70
-15
| -18% | -$2.57K | ﹤0.01% | 578 |
|
|
2020
Q1 | $10K | Buy |
+85
| New | +$10K | ﹤0.01% | 574 |
|