Geneos Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Sell |
401
-505
| -56% | -$131K | ﹤0.01% | 1232 |
|
|
2025
Q1 | $221K | Buy |
906
+665
| +276% | +$162K | ﹤0.01% | 1187 |
|
|
2024
Q4 | $61.4K | Buy |
241
+3
| +1% | +$765 | ﹤0.01% | 1242 |
|
|
2024
Q3 | $69.9K | Buy |
238
+44
| +23% | +$12.9K | ﹤0.01% | 1076 |
|
|
2024
Q2 | $47K | Buy |
194
+114
| +143% | +$27.6K | ﹤0.01% | 1092 |
|
|
2024
Q1 | $21.4K | Sell |
80
-113
| -59% | -$30.2K | ﹤0.01% | 1340 |
|
|
2023
Q4 | $47.8K | Hold |
193
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q3 | $35.4K | Buy |
193
+80
| +71% | +$14.7K | ﹤0.01% | 1181 |
|
|
2023
Q2 | $26.6K | Hold |
113
| – | – | ﹤0.01% | 1277 |
|
|
2023
Q1 | $22.9K | Buy |
+113
| New | +$22.9K | ﹤0.01% | 1302 |
|
|
2021
Q2 | – | Sell |
-621
| Closed | -$142K | – | 2920 |
|
|
2021
Q1 | $142K | Buy |
+621
| New | +$142K | ﹤0.01% | 1137 |
|
|
2020
Q4 | – | Sell |
-1,101
| Closed | -$172K | – | 2919 |
|
|
2020
Q3 | $172K | Hold |
1,101
| – | – | 0.01% | 733 |
|
|
2020
Q2 | $184K | Hold |
1,101
| – | – | 0.01% | 693 |
|
|
2020
Q1 | $131K | Hold |
1,101
| – | – | 0.01% | 751 |
|
|
2019
Q4 | $154K | Sell |
1,101
-245
| -18% | -$34.3K | 0.01% | 796 |
|
|
2019
Q3 | $190K | Hold |
1,346
| – | – | 0.01% | 675 |
|
|
2019
Q2 | $182K | Sell |
1,346
-200
| -13% | -$27K | 0.01% | 702 |
|
|
2019
Q1 | $183K | Hold |
1,546
| – | – | 0.01% | 669 |
|
|
2018
Q4 | $143K | Sell |
1,546
-100
| -6% | -$9.25K | 0.01% | 715 |
|
|
2018
Q3 | $214K | Hold |
1,646
| – | – | 0.01% | 616 |
|
|
2018
Q2 | $205K | Sell |
1,646
-81
| -5% | -$10.1K | 0.02% | 563 |
|
|
2018
Q1 | $203K | Hold |
1,727
| – | – | 0.02% | 539 |
|
|
2017
Q4 | $203K | Buy |
1,727
+200
| +13% | +$23.5K | 0.02% | 533 |
|
|
2017
Q3 | $161K | Buy |
1,527
+81
| +6% | +$8.54K | 0.02% | 571 |
|
|
2017
Q2 | $198K | Hold |
1,446
| – | – | 0.02% | 500 |
|
|
2017
Q1 | $197K | Hold |
1,446
| – | – | 0.02% | 485 |
|
|
2016
Q4 | $170K | Hold |
1,446
| – | – | 0.02% | 491 |
|
|
2016
Q3 | $194K | Hold |
1,446
| – | – | 0.03% | 452 |
|
|
2016
Q2 | $185K | Hold |
1,446
| – | – | 0.03% | 460 |
|
|
2016
Q1 | $168K | Buy |
+1,446
| New | +$168K | 0.03% | 468 |
|