Creative Planning’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.23M | Buy |
35,600
+557
| +2% | +$144K | 0.01% | 533 |
|
|
2025
Q1 | $8.53M | Sell |
35,043
-79
| -0.2% | -$19.2K | 0.01% | 539 |
|
|
2024
Q4 | $8.95M | Sell |
35,122
-2,204
| -6% | -$562K | 0.01% | 478 |
|
|
2024
Q3 | $11M | Buy |
37,326
+2,397
| +7% | +$704K | 0.01% | 414 |
|
|
2024
Q2 | $8.47M | Buy |
34,929
+1,303
| +4% | +$316K | 0.01% | 459 |
|
|
2024
Q1 | $9M | Buy |
33,626
+74
| +0.2% | +$19.8K | 0.01% | 433 |
|
|
2023
Q4 | $8.3M | Sell |
33,552
-5,349
| -14% | -$1.32M | 0.02% | 425 |
|
|
2023
Q3 | $7.13M | Buy |
38,901
+7,296
| +23% | +$1.34M | 0.01% | 439 |
|
|
2023
Q2 | $7.44M | Buy |
31,605
+1,763
| +6% | +$415K | 0.01% | 414 |
|
|
2023
Q1 | $6.05M | Sell |
29,842
-4,329
| -13% | -$878K | 0.01% | 455 |
|
|
2022
Q4 | $6.64M | Buy |
34,171
+10,106
| +42% | +$1.96M | 0.01% | 415 |
|
|
2022
Q3 | $4.13M | Buy |
24,065
+1,038
| +5% | +$178K | 0.01% | 481 |
|
|
2022
Q2 | $4.21M | Buy |
23,027
+1,805
| +9% | +$330K | 0.01% | 496 |
|
|
2022
Q1 | $5.03M | Buy |
21,222
+13,660
| +181% | +$3.24M | 0.01% | 451 |
|
|
2021
Q4 | $2.21M | Sell |
7,562
-880
| -10% | -$258K | ﹤0.01% | 658 |
|
|
2021
Q3 | $2.14M | Sell |
8,442
-1,171
| -12% | -$297K | ﹤0.01% | 663 |
|
|
2021
Q2 | $2.3M | Sell |
9,613
-996
| -9% | -$239K | ﹤0.01% | 622 |
|
|
2021
Q1 | $1.92M | Sell |
10,609
-1,097
| -9% | -$199K | ﹤0.01% | 741 |
|
|
2020
Q4 | $2.26M | Buy |
11,706
+327
| +3% | +$63K | 0.01% | 616 |
|
|
2020
Q3 | $1.79M | Buy |
11,379
+3,999
| +54% | +$627K | ﹤0.01% | 598 |
|
|
2020
Q2 | $1.27M | Sell |
7,380
-214
| -3% | -$36.8K | ﹤0.01% | 645 |
|
|
2020
Q1 | $907K | Sell |
7,594
-23
| -0.3% | -$2.75K | ﹤0.01% | 684 |
|
|
2019
Q4 | $1.07M | Sell |
7,617
-228
| -3% | -$31.9K | ﹤0.01% | 755 |
|
|
2019
Q3 | $1.1M | Sell |
7,845
-18
| -0.2% | -$2.53K | ﹤0.01% | 706 |
|
|
2019
Q2 | $1.06M | Sell |
7,863
-3,162
| -29% | -$427K | ﹤0.01% | 733 |
|
|
2019
Q1 | $1.31M | Sell |
11,025
-61
| -0.6% | -$7.23K | ﹤0.01% | 621 |
|
|
2018
Q4 | $1.03M | Sell |
11,086
-2,056
| -16% | -$191K | ﹤0.01% | 648 |
|
|
2018
Q3 | $1.72M | Buy |
13,142
+288
| +2% | +$37.6K | 0.01% | 526 |
|
|
2018
Q2 | $1.61M | Buy |
12,854
+248
| +2% | +$31K | 0.01% | 527 |
|
|
2018
Q1 | $1.49M | Sell |
12,606
-211
| -2% | -$24.9K | 0.01% | 551 |
|
|
2017
Q4 | $1.51M | Sell |
12,817
-942
| -7% | -$111K | 0.01% | 536 |
|
|
2017
Q3 | $1.46M | Buy |
13,759
+8,003
| +139% | +$848K | 0.01% | 556 |
|
|
2017
Q2 | $791K | Sell |
5,756
-1,379
| -19% | -$190K | ﹤0.01% | 792 |
|
|
2017
Q1 | $976K | Buy |
7,135
+1,133
| +19% | +$155K | 0.01% | 680 |
|
|
2016
Q4 | $710K | Sell |
6,002
-6,961
| -54% | -$823K | ﹤0.01% | 765 |
|
|
2016
Q3 | $1.75M | Buy |
12,963
+133
| +1% | +$17.9K | 0.01% | 416 |
|
|
2016
Q2 | $1.65M | Buy |
12,830
+152
| +1% | +$19.5K | 0.01% | 386 |
|
|
2016
Q1 | $1.45M | Sell |
12,678
-1,375
| -10% | -$157K | 0.01% | 395 |
|
|
2015
Q4 | $1.57M | Buy |
14,053
+6,479
| +86% | +$722K | 0.01% | 368 |
|
|
2015
Q3 | $736K | Buy |
+7,574
| New | +$736K | 0.01% | 581 |
|
|
2015
Q2 | – | Sell |
-7,754
| Closed | -$721K | – | 1554 |
|
|
2015
Q1 | $721K | Sell |
7,754
-259
| -3% | -$24.1K | 0.01% | 587 |
|
|
2014
Q4 | $648K | Buy |
8,013
+468
| +6% | +$37.8K | 0.01% | 597 |
|
|
2014
Q3 | $564K | Sell |
7,545
-85
| -1% | -$6.35K | 0.01% | 608 |
|
|
2014
Q2 | $553K | Buy |
7,630
+161
| +2% | +$11.7K | 0.01% | 604 |
|
|
2014
Q1 | $508K | Buy |
7,469
+113
| +2% | +$7.69K | 0.01% | 611 |
|
|
2013
Q4 | $508K | Sell |
7,356
-385
| -5% | -$26.6K | 0.01% | 517 |
|
|
2013
Q3 | $463K | Buy |
7,741
+17
| +0.2% | +$1.02K | 0.01% | 469 |
|
|
2013
Q2 | $455K | Buy |
+7,724
| New | +$455K | 0.01% | 429 |
|