Farther Finance Advisors’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Buy
610
+80
+15% +$20.7K ﹤0.01% 1508
2025
Q1
$129K Sell
530
-222
-30% -$54.2K ﹤0.01% 1416
2024
Q4
$192K Buy
752
+33
+5% +$8.41K 0.01% 1002
2024
Q3
$211K Buy
719
+22
+3% +$6.47K 0.01% 970
2024
Q2
$165K Buy
697
+347
+99% +$82.1K 0.01% 922
2024
Q1
$91.3K Buy
350
+22
+7% +$5.74K 0.01% 971
2023
Q4
$81.1K Buy
328
+128
+64% +$31.7K 0.01% 859
2023
Q3
$36.6K Buy
200
+34
+20% +$6.23K 0.01% 886
2023
Q2
$39.1K Buy
166
+46
+38% +$10.8K 0.01% 746
2023
Q1
$24.3K Buy
120
+39
+48% +$7.91K 0.01% 839
2022
Q4
$15.7K Buy
+81
New +$15.7K 0.01% 807