J.W. Cole Advisors’s Equifax EFX Stock Holding History

J.W. Cole Advisors’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$611K	Sell
2025 Q2	$633K	Buy
2025 Q1	$449K	Buy
2024 Q4	$235K	Hold
2024 Q3	$271K	Buy
2024 Q2	$219K	Hold
2024 Q1	$241K	Buy
2023 Q4	$223K	Buy
2023 Q3	–	Sell
2023 Q2	$213K	Buy