IFP Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Buy |
554
+16
| +3% | +$5.22K | 0.01% | 1318 |
|
|
2025
Q1 | $131K | Buy |
538
+24
| +5% | +$5.85K | ﹤0.01% | 1382 |
|
|
2024
Q4 | $131K | Buy |
514
+26
| +5% | +$6.63K | ﹤0.01% | 1330 |
|
|
2024
Q3 | $144K | Sell |
488
-130
| -21% | -$38.2K | 0.01% | 1251 |
|
|
2024
Q2 | $150K | Buy |
618
+157
| +34% | +$38.1K | 0.01% | 1184 |
|
|
2024
Q1 | $123K | Sell |
461
-13
| -3% | -$3.48K | 0.01% | 1200 |
|
|
2023
Q4 | $117K | Sell |
474
-73
| -13% | -$18.1K | 0.01% | 1178 |
|
|
2023
Q3 | $100K | Buy |
547
+47
| +9% | +$8.61K | ﹤0.01% | 1251 |
|
|
2023
Q2 | $118K | Sell |
500
-5
| -1% | -$1.18K | ﹤0.01% | 1244 |
|
|
2023
Q1 | $40.1K | Buy |
505
+105
| +26% | +$8.33K | ﹤0.01% | 1680 |
|
|
2022
Q4 | $39K | Buy |
400
+4
| +1% | +$390 | ﹤0.01% | 2409 |
|
|
2022
Q3 | $38K | Buy |
396
+133
| +51% | +$12.8K | ﹤0.01% | 2580 |
|
|
2022
Q2 | $25K | Hold |
263
| – | – | ﹤0.01% | 2667 |
|
|
2022
Q1 | $25K | Buy |
263
+199
| +311% | +$18.9K | ﹤0.01% | 2667 |
|
|
2021
Q4 | $19K | Sell |
64
-35
| -35% | -$10.4K | ﹤0.01% | 1930 |
|
|
2021
Q3 | $26K | Buy |
99
+5
| +5% | +$1.31K | ﹤0.01% | 1818 |
|
|
2021
Q2 | $23K | Buy |
94
+63
| +203% | +$15.4K | ﹤0.01% | 1860 |
|
|
2021
Q1 | $5K | Buy |
31
+1
| +3% | +$161 | ﹤0.01% | 2385 |
|
|
2020
Q4 | $6K | Sell |
30
-16
| -35% | -$3.2K | ﹤0.01% | 2234 |
|
|
2020
Q3 | $8K | Buy |
46
+12
| +35% | +$2.09K | ﹤0.01% | 1969 |
|
|
2020
Q2 | $6K | Sell |
34
-26
| -43% | -$4.59K | ﹤0.01% | 1988 |
|
|
2020
Q1 | $7K | Hold |
60
| – | – | ﹤0.01% | 1901 |
|
|
2019
Q4 | $9K | Sell |
60
-510
| -89% | -$76.5K | ﹤0.01% | 1956 |
|
|
2019
Q3 | $81K | Buy |
+570
| New | +$81K | 0.01% | 1159 |
|
|
2019
Q1 | $15K | Buy |
125
+28
| +29% | +$3.36K | ﹤0.01% | 1444 |
|
|
2018
Q4 | $9K | Hold |
97
| – | – | ﹤0.01% | 2511 |
|
|
2018
Q3 | $13K | Hold |
97
| – | – | ﹤0.01% | 2661 |
|
|
2018
Q2 | $12K | Sell |
97
-41
| -30% | -$5.07K | ﹤0.01% | 2737 |
|
|
2018
Q1 | $16K | Hold |
138
| – | – | ﹤0.01% | 2518 |
|
|
2017
Q4 | $16K | Sell |
138
-236
| -63% | -$27.4K | ﹤0.01% | 2516 |
|
|
2017
Q3 | $40K | Sell |
374
-554
| -60% | -$59.3K | ﹤0.01% | 2109 |
|
|
2017
Q2 | $128K | Buy |
928
+183
| +25% | +$25.2K | 0.01% | 1386 |
|
|
2017
Q1 | $102K | Buy |
745
+64
| +9% | +$8.76K | ﹤0.01% | 1477 |
|
|
2016
Q4 | $81K | Buy |
681
+470
| +223% | +$55.9K | ﹤0.01% | 1571 |
|
|
2016
Q3 | $28K | Buy |
211
+38
| +22% | +$5.04K | ﹤0.01% | 2171 |
|
|
2016
Q2 | $22K | Buy |
173
+48
| +38% | +$6.1K | ﹤0.01% | 2272 |
|
|
2016
Q1 | $15K | Buy |
125
+25
| +25% | +$3K | ﹤0.01% | 1444 |
|
|
2015
Q4 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 2506 |
|