EverSource Wealth Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
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|
2025
Q1 | $518K | Sell |
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|
2024
Q4 | $641K | Buy |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $509K | Buy |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $375K | Sell |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $303K | Sell |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $561K | Buy |
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|
2022
Q1 | $718K | Buy |
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|
2021
Q4 | $420K | Buy |
|