First Horizon 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 | $216K | Buy |
833
+95
| +13% | +$24.7K | 0.01% | 498 |
|
2025
Q1 | $180K | Buy |
738
+64
| +9% | +$15.6K | 0.01% | 533 |
|
2024
Q4 | $172K | Buy |
674
+627
| +1,334% | +$160K | ﹤0.01% | 553 |
|
2024
Q3 | $13.8K | Buy |
47
+4
| +9% | +$1.18K | ﹤0.01% | 1510 |
|
2024
Q2 | $10.4K | Sell |
43
-4
| -9% | -$970 | ﹤0.01% | 1513 |
|
2024
Q1 | $12.6K | Sell |
47
-2
| -4% | -$535 | ﹤0.01% | 1506 |
|
2023
Q4 | $12.1K | Buy |
49
+10
| +26% | +$2.47K | ﹤0.01% | 1522 |
|
2023
Q3 | $7.14K | Hold |
39
| – | – | ﹤0.01% | 1646 |
|
2023
Q2 | $9.18K | Hold |
39
| – | – | ﹤0.01% | 1582 |
|
2023
Q1 | $7.91K | Sell |
39
-85
| -69% | -$17.2K | ﹤0.01% | 1642 |
|
2022
Q4 | $24.1K | Sell |
124
-74
| -37% | -$14.4K | ﹤0.01% | 1193 |
|
2022
Q3 | $33K | Sell |
198
-45
| -19% | -$7.5K | ﹤0.01% | 1014 |
|
2022
Q2 | $44K | Buy |
243
+59
| +32% | +$10.7K | ﹤0.01% | 973 |
|
2022
Q1 | $44K | Buy |
184
+23
| +14% | +$5.5K | ﹤0.01% | 673 |
|
2021
Q4 | $47K | Buy |
161
+56
| +53% | +$16.3K | ﹤0.01% | 940 |
|
2021
Q3 | $27K | Buy |
105
+71
| +209% | +$18.3K | ﹤0.01% | 1162 |
|
2021
Q2 | $8K | Hold |
34
| – | – | ﹤0.01% | 1399 |
|
2021
Q1 | $6K | Hold |
34
| – | – | ﹤0.01% | 1414 |
|
2020
Q4 | $7K | Buy |
34
+1
| +3% | +$206 | ﹤0.01% | 1142 |
|
2020
Q3 | $5K | Buy |
+33
| New | +$5K | ﹤0.01% | 1165 |
|
2017
Q4 | – | Hold |
0
| – | – | – | 1449 |
|
2017
Q3 | – | Sell |
-176
| Closed | -$25K | – | 1408 |
|
2017
Q2 | $25K | Hold |
176
| – | – | ﹤0.01% | 689 |
|
2017
Q1 | $23K | Hold |
176
| – | – | ﹤0.01% | 760 |
|
2016
Q4 | $22K | Hold |
176
| – | – | ﹤0.01% | 765 |
|
2016
Q3 | $22K | Hold |
176
| – | – | ﹤0.01% | 759 |
|
2016
Q2 | $22K | Sell |
176
-42
| -19% | -$5.25K | ﹤0.01% | 737 |
|
2016
Q1 | $26K | Sell |
218
-27
| -11% | -$3.22K | ﹤0.01% | 722 |
|
2015
Q4 | $27K | Sell |
245
-8
| -3% | -$882 | ﹤0.01% | 636 |
|
2015
Q3 | $24K | Hold |
253
| – | – | ﹤0.01% | 733 |
|
2015
Q2 | $24K | Hold |
253
| – | – | ﹤0.01% | 784 |
|
2015
Q1 | $23K | Buy |
253
+8
| +3% | +$727 | ﹤0.01% | 793 |
|
2014
Q4 | $19K | Hold |
245
| – | – | ﹤0.01% | 837 |
|
2014
Q3 | $18K | Sell |
245
-12
| -5% | -$882 | ﹤0.01% | 856 |
|
2014
Q2 | $19K | Sell |
257
-30
| -10% | -$2.22K | ﹤0.01% | 841 |
|
2014
Q1 | $19K | Buy |
287
+12
| +4% | +$794 | ﹤0.01% | 779 |
|
2013
Q4 | $18K | Buy |
275
+53
| +24% | +$3.47K | ﹤0.01% | 767 |
|
2013
Q3 | $13K | Buy |
222
+43
| +24% | +$2.52K | ﹤0.01% | 770 |
|
2013
Q2 | $11K | Buy |
+179
| New | +$11K | 0.01% | 496 |
|