Covestor’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94K | Buy |
361
+42
| +13% | +$10.9K | 0.06% | 593 |
|
|
2025
Q1 | $78K | Buy |
319
+250
| +362% | +$61.1K | 0.05% | 627 |
|
|
2024
Q4 | $18K | Sell |
69
-87
| -56% | -$22.7K | 0.01% | 1244 |
|
|
2024
Q3 | $46K | Sell |
156
-32
| -17% | -$9.44K | 0.03% | 905 |
|
|
2024
Q2 | $46K | Buy |
188
+123
| +189% | +$30.1K | 0.03% | 895 |
|
|
2024
Q1 | $17K | Hold |
65
| – | – | 0.01% | 1271 |
|
|
2023
Q4 | $16K | Hold |
65
| – | – | 0.01% | 1273 |
|
|
2023
Q3 | $12K | Hold |
65
| – | – | 0.01% | 1321 |
|
|
2023
Q2 | $15K | Sell |
65
-1
| -2% | -$231 | 0.01% | 1255 |
|
|
2023
Q1 | $13K | Hold |
66
| – | – | 0.01% | 1177 |
|
|
2022
Q4 | $13K | Sell |
66
-7
| -10% | -$1.38K | 0.01% | 1193 |
|
|
2022
Q3 | $13K | Sell |
73
-226
| -76% | -$40.2K | 0.01% | 1149 |
|
|
2022
Q2 | $55K | Sell |
299
-38
| -11% | -$6.99K | 0.04% | 702 |
|
|
2022
Q1 | $80K | Buy |
337
+125
| +59% | +$29.7K | 0.05% | 633 |
|
|
2021
Q4 | $62K | Buy |
+212
| New | +$62K | 0.09% | 408 |
|