Concourse Financial Group Securities’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-97
| Closed | -$26.4K | – | 2320 |
|
|
2024
Q4 | $26.4K | Buy |
97
+49
| +102% | +$13.3K | ﹤0.01% | 1460 |
|
|
2024
Q3 | $14.1K | Sell |
48
-20
| -29% | -$5.88K | ﹤0.01% | 1599 |
|
|
2024
Q2 | $16.5K | Sell |
68
-2
| -3% | -$485 | ﹤0.01% | 1557 |
|
|
2024
Q1 | $18.7K | Hold |
70
| – | – | ﹤0.01% | 1525 |
|
|
2023
Q4 | $17.3K | Buy |
70
+5
| +8% | +$1.24K | ﹤0.01% | 1530 |
|
|
2023
Q3 | $11.9K | Buy |
65
+1
| +2% | +$183 | ﹤0.01% | 1593 |
|
|
2023
Q2 | $15.1K | Buy |
64
+1
| +2% | +$235 | ﹤0.01% | 1537 |
|
|
2023
Q1 | $12.8K | Buy |
63
+38
| +152% | +$7.71K | ﹤0.01% | 1593 |
|
|
2022
Q4 | $4.86K | Sell |
25
-25
| -50% | -$4.86K | ﹤0.01% | 1857 |
|
|
2022
Q3 | $9K | Buy |
50
+40
| +400% | +$7.2K | ﹤0.01% | 1500 |
|
|
2022
Q2 | $2K | Sell |
10
-78
| -89% | -$15.6K | ﹤0.01% | 2013 |
|
|
2022
Q1 | $21K | Buy |
88
+3
| +4% | +$716 | ﹤0.01% | 1462 |
|
|
2021
Q4 | $25K | Hold |
85
| – | – | ﹤0.01% | 1550 |
|
|
2021
Q3 | $22K | Hold |
85
| – | – | ﹤0.01% | 1623 |
|
|
2021
Q2 | $20K | Hold |
85
| – | – | ﹤0.01% | 1642 |
|
|
2021
Q1 | $15K | Hold |
85
| – | – | ﹤0.01% | 1640 |
|
|
2020
Q4 | $16K | Hold |
85
| – | – | ﹤0.01% | 1534 |
|
|
2020
Q3 | $13K | Hold |
85
| – | – | ﹤0.01% | 1479 |
|
|
2020
Q2 | $15K | Sell |
85
-17
| -17% | -$3K | ﹤0.01% | 1385 |
|
|
2020
Q1 | $12K | Sell |
102
-30
| -23% | -$3.53K | ﹤0.01% | 1392 |
|
|
2019
Q4 | $18K | Hold |
132
| – | – | ﹤0.01% | 1279 |
|
|
2019
Q3 | $19K | Hold |
132
| – | – | ﹤0.01% | 973 |
|
|
2019
Q2 | $18K | Hold |
132
| – | – | ﹤0.01% | 1280 |
|
|
2019
Q1 | $15K | Buy |
132
+29
| +28% | +$3.3K | ﹤0.01% | 1363 |
|
|
2018
Q4 | $9K | Hold |
103
| – | – | ﹤0.01% | 1447 |
|
|
2018
Q3 | $13K | Buy |
+103
| New | +$13K | ﹤0.01% | 1002 |
|