Independent Advisor Alliance’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
1,949
+168
| +9% | +$43.6K | 0.01% | 583 |
|
|
2025
Q1 | $434K | Sell |
1,781
-79
| -4% | -$19.2K | 0.01% | 563 |
|
|
2024
Q4 | $474K | Buy |
1,860
+685
| +58% | +$175K | 0.01% | 975 |
|
|
2024
Q3 | $345K | Buy |
1,175
+7
| +0.6% | +$2.06K | 0.01% | 530 |
|
|
2024
Q2 | $283K | Buy |
1,168
+177
| +18% | +$42.9K | 0.01% | 585 |
|
|
2024
Q1 | $265K | Hold |
991
| – | – | 0.01% | 601 |
|
|
2023
Q4 | $245K | Buy |
+991
| New | +$245K | 0.01% | 595 |
|
|
2023
Q3 | – | Sell |
-991
| Closed | -$233K | – | 662 |
|
|
2023
Q2 | $233K | Hold |
991
| – | – | 0.01% | 579 |
|
|
2023
Q1 | $201K | Buy |
+991
| New | +$201K | 0.01% | 621 |
|
|
2022
Q2 | – | Sell |
-991
| Closed | -$235K | – | 643 |
|
|
2022
Q1 | $235K | Sell |
991
-405
| -29% | -$96K | 0.01% | 565 |
|
|
2021
Q4 | $409K | Buy |
1,396
+474
| +51% | +$139K | 0.02% | 441 |
|
|
2021
Q3 | $234K | Hold |
922
| – | – | 0.01% | 554 |
|
|
2021
Q2 | $221K | Sell |
922
-200
| -18% | -$47.9K | 0.01% | 567 |
|
|
2021
Q1 | $203K | Sell |
1,122
-16
| -1% | -$2.9K | 0.01% | 555 |
|
|
2020
Q4 | $220K | Buy |
+1,138
| New | +$220K | 0.01% | 491 |
|
|
2020
Q3 | – | Sell |
-1,272
| Closed | -$219K | – | 503 |
|
|
2020
Q2 | $219K | Buy |
+1,272
| New | +$219K | 0.02% | 419 |
|
|
2020
Q1 | – | Sell |
-1,429
| Closed | -$200K | – | 499 |
|
|
2019
Q4 | $200K | Hold |
1,429
| – | – | 0.01% | 824 |
|
|
2019
Q3 | $201K | Sell |
1,429
-110
| -7% | -$15.5K | 0.02% | 422 |
|
|
2019
Q2 | $208K | Buy |
+1,539
| New | +$208K | 0.03% | 371 |
|
|
2018
Q4 | – | Sell |
-2,115
| Closed | -$250K | – | 414 |
|
|
2018
Q3 | $250K | Sell |
2,115
-164
| -7% | -$19.4K | 0.05% | 283 |
|
|
2018
Q2 | $260K | Sell |
2,279
-574
| -20% | -$65.5K | 0.05% | 264 |
|
|
2018
Q1 | $329K | Buy |
2,853
+616
| +28% | +$71K | 0.07% | 237 |
|
|
2017
Q4 | $273K | Buy |
2,237
+123
| +6% | +$15K | 0.06% | 252 |
|
|
2017
Q3 | $237K | Sell |
2,114
-7,546
| -78% | -$846K | 0.07% | 232 |
|
|
2017
Q2 | $1.34M | Sell |
9,660
-77
| -0.8% | -$10.7K | 0.43% | 75 |
|
|
2017
Q1 | $1.33M | Buy |
9,737
+113
| +1% | +$15.4K | 0.21% | 134 |
|
|
2016
Q4 | $1.14M | Buy |
+9,624
| New | +$1.14M | 0.49% | 66 |
|