Ellevest Inc’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-846
| Closed | -$206K | – | 403 |
|
|
2025
Q1 | $206K | Sell |
846
-59
| -7% | -$14.4K | 0.01% | 371 |
|
|
2024
Q4 | $231K | Sell |
905
-25
| -3% | -$6.37K | 0.01% | 365 |
|
|
2024
Q3 | $273K | Sell |
930
-20
| -2% | -$5.88K | 0.02% | 346 |
|
|
2024
Q2 | $230K | Sell |
950
-1,081
| -53% | -$262K | 0.01% | 362 |
|
|
2024
Q1 | $543K | Buy |
2,031
+167
| +9% | +$44.7K | 0.03% | 183 |
|
|
2023
Q4 | $461K | Buy |
+1,864
| New | +$461K | 0.03% | 203 |
|
|
2023
Q2 | – | Sell |
-1,043
| Closed | -$212K | – | 721 |
|
|
2023
Q1 | $212K | Sell |
1,043
-523
| -33% | -$106K | 0.02% | 311 |
|
|
2022
Q4 | $304K | Buy |
1,566
+827
| +112% | +$161K | 0.03% | 225 |
|
|
2022
Q3 | $127K | Sell |
739
-149
| -17% | -$25.6K | 0.01% | 371 |
|
|
2022
Q2 | $162K | Sell |
888
-414
| -32% | -$75.5K | 0.02% | 319 |
|
|
2022
Q1 | $309K | Buy |
1,302
+324
| +33% | +$76.9K | 0.03% | 229 |
|
|
2021
Q4 | $286K | Buy |
978
+203
| +26% | +$59.4K | 0.03% | 224 |
|
|
2021
Q3 | $196K | Buy |
775
+117
| +18% | +$29.6K | 0.02% | 280 |
|
|
2021
Q2 | $158K | Buy |
658
+579
| +733% | +$139K | 0.02% | 302 |
|
|
2021
Q1 | $14K | Buy |
79
+11
| +16% | +$1.95K | ﹤0.01% | 727 |
|
|
2020
Q4 | $13K | Buy |
68
+59
| +656% | +$11.3K | ﹤0.01% | 697 |
|
|
2020
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 993 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | – | – | 1139 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 981 |
|
|
2019
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 531 |
|