Independent Advisor Alliance’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $469K | Sell |
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|
2025
Q2 | $506K | Buy |
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|
2025
Q1 | $434K | Sell |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $345K | Buy |
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|
2024
Q2 | $283K | Buy |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $245K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $409K | Buy |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $221K | Sell |
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|
2021
Q1 | $203K | Sell |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Hold |
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|
2019
Q3 | $201K | Sell |
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|
2019
Q2 | $208K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $250K | Sell |
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|
2018
Q2 | $260K | Sell |
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|
2018
Q1 | $329K | Buy |
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|
2017
Q4 | $273K | Buy |
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|
2017
Q3 | $237K | Sell |
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|
2017
Q2 | $1.34M | Sell |
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|
2017
Q1 | $1.33M | Buy |
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|
2016
Q4 | $1.14M | Buy |
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