Global Retirement Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Buy |
+451
| New | +$117K | ﹤0.01% | 1355 |
|
|
2024
Q4 | $105K | Sell |
411
-21
| -5% | -$5.35K | ﹤0.01% | 1248 |
|
|
2024
Q3 | $127K | Buy |
432
+10
| +2% | +$2.94K | ﹤0.01% | 1116 |
|
|
2024
Q2 | $102K | Buy |
422
+302
| +252% | +$73.2K | ﹤0.01% | 1186 |
|
|
2024
Q1 | $32K | Sell |
120
-384
| -76% | -$102K | ﹤0.01% | 1608 |
|
|
2023
Q4 | $124K | Buy |
504
+412
| +448% | +$101K | 0.01% | 941 |
|
|
2023
Q3 | $16.5K | Sell |
92
-8
| -8% | -$1.43K | ﹤0.01% | 1729 |
|
|
2023
Q2 | $23.6K | Sell |
100
-4
| -4% | -$945 | ﹤0.01% | 1606 |
|
|
2023
Q1 | $20.9K | Buy |
104
+4
| +4% | +$803 | ﹤0.01% | 1620 |
|
|
2022
Q4 | $19.5K | Buy |
100
+13
| +15% | +$2.54K | ﹤0.01% | 1491 |
|
|
2022
Q3 | $15K | Sell |
87
-3
| -3% | -$517 | ﹤0.01% | 1509 |
|
|
2022
Q2 | $16K | Buy |
90
+15
| +20% | +$2.67K | ﹤0.01% | 1436 |
|
|
2022
Q1 | $14K | Buy |
+75
| New | +$14K | ﹤0.01% | 1481 |
|
|
2021
Q4 | – | Sell |
-56
| Closed | -$14K | – | 636 |
|
|
2021
Q3 | $14K | Sell |
56
-8
| -13% | -$2K | ﹤0.01% | 1310 |
|
|
2021
Q2 | $15K | Buy |
64
+17
| +36% | +$3.98K | ﹤0.01% | 1269 |
|
|
2021
Q1 | $9K | Hold |
47
| – | – | ﹤0.01% | 1310 |
|
|
2020
Q4 | $9K | Hold |
47
| – | – | ﹤0.01% | 1280 |
|
|
2020
Q3 | $7K | Hold |
47
| – | – | ﹤0.01% | 1230 |
|
|
2020
Q2 | $8K | Hold |
47
| – | – | ﹤0.01% | 1164 |
|
|
2020
Q1 | $6K | Hold |
47
| – | – | ﹤0.01% | 1162 |
|
|
2019
Q4 | $7K | Buy |
+47
| New | +$7K | ﹤0.01% | 1234 |
|
|
2018
Q1 | – | Sell |
-32
| Closed | -$4K | – | 1489 |
|
|
2017
Q4 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 1152 |
|