Harbor Investment Advisory’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.15K Sell
16
-18
-53% -$4.67K ﹤0.01% 1012
2025
Q1
$8.28K Sell
34
-13
-28% -$3.17K ﹤0.01% 907
2024
Q4
$12K Sell
47
-8
-15% -$2.04K ﹤0.01% 821
2024
Q3
$16.2K Buy
55
+7
+15% +$2.06K ﹤0.01% 781
2024
Q2
$11.6K Buy
48
+32
+200% +$7.76K ﹤0.01% 828
2024
Q1
$4.28K Hold
16
﹤0.01% 995
2023
Q4
$3.96K Hold
16
﹤0.01% 971
2023
Q3
$2.93K Hold
16
﹤0.01% 995
2023
Q2
$3.77K Hold
16
﹤0.01% 1162
2023
Q1
$3.25K Hold
16
﹤0.01% 1175
2022
Q4
$3.11K Sell
16
-1
-6% -$194 ﹤0.01% 1163
2022
Q3
$3K Buy
17
+7
+70% +$1.24K ﹤0.01% 1181
2022
Q2
$2K Sell
10
-2
-17% -$400 ﹤0.01% 1224
2022
Q1
$3K Buy
12
+3
+33% +$750 ﹤0.01% 1211
2021
Q4
$3K Hold
9
﹤0.01% 1185
2021
Q3
$2K Hold
9
﹤0.01% 1223
2021
Q2
$2K Hold
9
﹤0.01% 1168
2021
Q1
$2K Hold
9
﹤0.01% 1154
2020
Q4
$2K Hold
9
﹤0.01% 1091
2020
Q3
$1K Buy
+9
New +$1K ﹤0.01% 1063