DSA
Droms Strauss Advisors’s Equifax EFX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.41M | Hold |
5,439
| – | – | 0.43% | 33 |
|
2025
Q1 | $1.32M | Sell |
5,439
-189
| -3% | -$46K | 0.45% | 31 |
|
2024
Q4 | $1.43M | Hold |
5,628
| – | – | 0.47% | 30 |
|
2024
Q3 | $1.65M | Sell |
5,628
-434
| -7% | -$128K | 0.59% | 25 |
|
2024
Q2 | $1.47M | Buy |
6,062
+175
| +3% | +$42.4K | 0.53% | 25 |
|
2024
Q1 | $1.58M | Sell |
5,887
-400
| -6% | -$107K | 0.58% | 25 |
|
2023
Q4 | $1.56M | Sell |
6,287
-2,267
| -27% | -$561K | 0.6% | 27 |
|
2023
Q3 | $1.57M | Sell |
8,554
-82
| -0.9% | -$15K | 0.67% | 25 |
|
2023
Q2 | $2M | Hold |
8,636
| – | – | 0.83% | 20 |
|
2023
Q1 | $1.75M | Hold |
8,636
| – | – | 0.79% | 21 |
|
2022
Q4 | $1.68M | Sell |
8,636
-149
| -2% | -$29K | 0.77% | 24 |
|
2022
Q3 | $1.51M | Sell |
8,785
-5,782
| -40% | -$991K | 0.75% | 21 |
|
2022
Q2 | $2.66M | Buy |
+14,567
| New | +$2.66M | 1.34% | 14 |
|