Evoke Wealth’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
11,734
+26
| +0.2% | +$6.74K | 0.07% | 107 |
|
|
2025
Q1 | $2.85M | Buy |
11,708
+137
| +1% | +$33.4K | 0.07% | 106 |
|
|
2024
Q4 | $2.95M | Buy |
11,571
+213
| +2% | +$54.3K | 0.08% | 102 |
|
|
2024
Q3 | $3.34M | Buy |
+11,358
| New | +$3.34M | 0.09% | 92 |
|
|
2024
Q2 | – | Sell |
-6,054
| Closed | -$1.62M | – | 188 |
|
|
2024
Q1 | $1.62M | Buy |
+6,054
| New | +$1.62M | 0.05% | 131 |
|
|
2022
Q4 | – | Sell |
-49
| Closed | -$8K | – | 601 |
|
|
2022
Q3 | $8K | Sell |
49
-24
| -33% | -$3.92K | ﹤0.01% | 792 |
|
|
2022
Q2 | $13K | Buy |
73
+10
| +16% | +$1.78K | ﹤0.01% | 728 |
|
|
2022
Q1 | $15K | Buy |
63
+17
| +37% | +$4.05K | ﹤0.01% | 701 |
|
|
2021
Q4 | $13K | Hold |
46
| – | – | ﹤0.01% | 744 |
|
|
2021
Q3 | $11K | Sell |
46
-15
| -25% | -$3.59K | ﹤0.01% | 728 |
|
|
2021
Q2 | $15K | Buy |
61
+9
| +17% | +$2.21K | ﹤0.01% | 694 |
|
|
2021
Q1 | $9K | Hold |
52
| – | – | ﹤0.01% | 702 |
|
|
2020
Q4 | $10K | Hold |
52
| – | – | ﹤0.01% | 593 |
|
|
2020
Q3 | $8K | Hold |
52
| – | – | ﹤0.01% | 591 |
|
|
2020
Q2 | $9K | Buy |
52
+11
| +27% | +$1.9K | ﹤0.01% | 562 |
|
|
2020
Q1 | $4.9K | Sell |
41
-30
| -42% | -$3.59K | ﹤0.01% | 610 |
|
|
2019
Q4 | $9.95K | Hold |
71
| – | – | ﹤0.01% | 747 |
|
|
2019
Q3 | $9.99K | Buy |
+71
| New | +$9.99K | ﹤0.01% | 822 |
|