J.W. Cole 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 | $633K | Buy |
2,441
+596
| +32% | +$155K | 0.01% | 833 |
|
|
2025
Q1 | $449K | Buy |
1,845
+923
| +100% | +$225K | 0.01% | 796 |
|
|
2024
Q4 | $235K | Hold |
922
| – | – | 0.01% | 855 |
|
|
2024
Q3 | $271K | Buy |
922
+20
| +2% | +$5.88K | 0.01% | 810 |
|
|
2024
Q2 | $219K | Hold |
902
| – | – | 0.01% | 820 |
|
|
2024
Q1 | $241K | Buy |
902
+2
| +0.2% | +$535 | 0.01% | 769 |
|
|
2023
Q4 | $223K | Buy |
+900
| New | +$223K | 0.01% | 728 |
|
|
2023
Q3 | – | Sell |
-904
| Closed | -$213K | – | 753 |
|
|
2023
Q2 | $213K | Buy |
+904
| New | +$213K | 0.02% | 688 |
|