Heritage Wealth Advisors’s Equifax EFX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20	Closed	-$5.1K	–	600
2024 Q4	$5.1K	Buy	20 +4	+25%	+$1.02K	﹤0.01%	490
2024 Q3	$4.7K	Buy	+16	New	+$4.7K	﹤0.01%	487
2020 Q1	–	Sell	-6	Closed	-$841	–	478
2019 Q4	$841	Buy	+6	New	+$841	﹤0.01%	684