GSB 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 | $278K | Sell |
1,071
-15
| -1% | -$3.89K | 0.07% | 195 |
|
|
2025
Q1 | $264K | Buy |
1,086
+15
| +1% | +$3.65K | 0.07% | 180 |
|
|
2024
Q4 | $273K | Buy |
1,071
+2
| +0.2% | +$510 | 0.07% | 186 |
|
|
2024
Q3 | $314K | Hold |
1,069
| – | – | 0.08% | 176 |
|
|
2024
Q2 | $259K | Hold |
1,069
| – | – | 0.07% | 193 |
|
|
2024
Q1 | $286K | Hold |
1,069
| – | – | 0.08% | 183 |
|
|
2023
Q4 | $264K | Buy |
+1,069
| New | +$264K | 0.08% | 180 |
|
|
2023
Q3 | – | Sell |
-1,069
| Closed | -$251K | – | 197 |
|
|
2023
Q2 | $251K | Hold |
1,069
| – | – | 0.08% | 181 |
|
|
2023
Q1 | $217K | Hold |
1,069
| – | – | 0.07% | 197 |
|
|
2022
Q4 | $208K | Buy |
+1,069
| New | +$208K | 0.07% | 191 |
|
|
2022
Q2 | – | Sell |
-1,069
| Closed | -$253K | – | 205 |
|
|
2022
Q1 | $253K | Hold |
1,069
| – | – | 0.07% | 198 |
|
|
2021
Q4 | $313K | Hold |
1,069
| – | – | 0.09% | 182 |
|
|
2021
Q3 | $271K | Hold |
1,069
| – | – | 0.14% | 131 |
|
|
2021
Q2 | $256K | Buy |
+1,069
| New | +$256K | 0.08% | 196 |
|
|
2021
Q1 | – | Sell |
-1,069
| Closed | -$206K | – | 208 |
|
|
2020
Q4 | $206K | Sell |
1,069
-1,150
| -52% | -$222K | 0.92% | 47 |
|
|
2020
Q3 | $348K | Hold |
2,219
| – | – | 1.59% | 23 |
|
|
2020
Q2 | $381K | Hold |
2,219
| – | – | 2.13% | 13 |
|
|
2020
Q1 | $265K | Hold |
2,219
| – | – | 1.93% | 20 |
|
|
2019
Q4 | $311K | Hold |
2,219
| – | – | 1.28% | 28 |
|
|
2019
Q3 | $312K | Hold |
2,219
| – | – | 1.52% | 24 |
|
|
2019
Q2 | $300K | Hold |
2,219
| – | – | 1.57% | 25 |
|
|
2019
Q1 | $263K | Hold |
2,219
| – | – | 1.13% | 39 |
|
|
2018
Q4 | $207K | Hold |
2,219
| – | – | 1.09% | 43 |
|
|
2018
Q3 | $290K | Hold |
2,219
| – | – | 1.19% | 35 |
|
|
2018
Q2 | $278K | Hold |
2,219
| – | – | 1.32% | 34 |
|
|
2018
Q1 | $261K | Hold |
2,219
| – | – | 1.26% | 36 |
|
|
2017
Q4 | $262K | Hold |
2,219
| – | – | 1.18% | 39 |
|
|
2017
Q3 | $235K | Hold |
2,219
| – | – | 1.11% | 44 |
|
|
2017
Q2 | $305K | Hold |
2,219
| – | – | 1.38% | 30 |
|
|
2017
Q1 | $303K | Hold |
2,219
| – | – | 1.28% | 38 |
|
|
2016
Q4 | $262K | Buy |
+2,219
| New | +$262K | 1.02% | 54 |
|