JFS Wealth Advisors’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 | $10K | Sell |
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|
2025
Q2 | $11.2K | Buy |
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|
2025
Q1 | $8.77K | Buy |
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|
2024
Q4 | $8.66K | Hold |
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|
2024
Q3 | $9.95K | Buy |
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|
2024
Q2 | $7.73K | Sell |
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|
2024
Q1 | $8.79K | Sell |
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|
2023
Q4 | $9.61K | Sell |
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|
2023
Q3 | $8.58K | Buy |
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|
2023
Q2 | $7.73K | Buy |
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|
2023
Q1 | $6.06K | Sell |
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|
2022
Q4 | $6.38K | Sell |
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|
2022
Q3 | $60K | Buy |
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|
2022
Q2 | $58K | Sell |
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|
2022
Q1 | $80K | Sell |
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|
2021
Q4 | $100K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3K | Buy |
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|
2017
Q4 | $2K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1K | Buy |
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