HB 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 | $2.19M | Sell |
8,455
-10,545
| -56% | -$2.74M | 0.02% | 345 |
|
|
2025
Q1 | $4.63M | Sell |
19,000
-2,970
| -14% | -$723K | 0.04% | 238 |
|
|
2024
Q4 | $5.6M | Buy |
21,970
+5,066
| +30% | +$1.29M | 0.06% | 152 |
|
|
2024
Q3 | $4.97M | Sell |
16,904
-18
| -0.1% | -$5.29K | 0.05% | 159 |
|
|
2024
Q2 | $4.1M | Buy |
16,922
+165
| +1% | +$40K | 0.05% | 171 |
|
|
2024
Q1 | $4.48M | Sell |
16,757
-199
| -1% | -$53.2K | 0.06% | 161 |
|
|
2023
Q4 | $4.19M | Buy |
16,956
+809
| +5% | +$200K | 0.06% | 154 |
|
|
2023
Q3 | $2.96M | Sell |
16,147
-23
| -0.1% | -$4.21K | 0.05% | 165 |
|
|
2023
Q2 | $3.8M | Sell |
16,170
-375
| -2% | -$88.2K | 0.06% | 148 |
|
|
2023
Q1 | $3.36M | Buy |
16,545
+196
| +1% | +$39.8K | 0.06% | 149 |
|
|
2022
Q4 | $3.18M | Buy |
16,349
+10,701
| +189% | +$2.08M | 0.06% | 147 |
|
|
2022
Q3 | $968K | Buy |
5,648
+26
| +0.5% | +$4.46K | 0.02% | 259 |
|
|
2022
Q2 | $1.03M | Buy |
5,622
+118
| +2% | +$21.6K | 0.02% | 250 |
|
|
2022
Q1 | $1.31M | Sell |
5,504
-294
| -5% | -$69.7K | 0.02% | 233 |
|
|
2021
Q4 | $1.7M | Buy |
+5,798
| New | +$1.7M | 0.03% | 178 |
|