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Ellevest Inc’s Equifax EFX Stock Holding History

Ellevest Inc’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-846
Closed -$206K – 403
2025
Q1 		$206K Sell
846
-59
-7% -$14.8K 0.01% 371
2024
Q4 		$231K Sell
905
-25
-3% -$6.7K 0.01% 365
2024
Q3 		$273K Sell
930
-20
-2% -$5.64K 0.02% 346
2024
Q2 		$230K Sell
950
-1,081
-53% -$258K 0.01% 362
2024
Q1 		$543K Buy
2,031
+167
+9% +$42.5K 0.03% 183
2023
Q4 		$461K Buy
+1,864
New +$378K 0.03% 203
2023
Q2 		– Sell
-1,043
Closed -$212K – 721
2023
Q1 		$212K Sell
1,043
-523
-33% -$109K 0.02% 311
2022
Q4 		$304K Buy
1,566
+827
+112% +$151K 0.03% 225
2022
Q3 		$127K Sell
739
-149
-17% -$29.2K 0.01% 371
2022
Q2 		$162K Sell
888
-414
-32% -$82.9K 0.02% 319
2022
Q1 		$309K Buy
1,302
+324
+33% +$76.3K 0.03% 229
2021
Q4 		$286K Buy
978
+203
+26% +$56.5K 0.03% 224
2021
Q3 		$196K Buy
775
+117
+18% +$30.4K 0.02% 280
2021
Q2 		$158K Buy
658
+579
+733% +$129K 0.02% 302
2021
Q1 		$14K Buy
79
+11
+16% +$1.94K ﹤0.01% 727
2020
Q4 		$13K Buy
68
+59
+656% +$9.92K ﹤0.01% 697
2020
Q3 		$1K Buy
+9
New +$1.47K ﹤0.01% 993
2020
Q1 		– Sell
-2
Closed – – 1139
2019
Q4 		$0 Hold
2
– – ﹤0.01% 981
2019
Q3 		$0 Buy
+2
New +$282 ﹤0.01% 531

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