JFS Wealth 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 | $11.2K | Buy |
43
+7
| +19% | +$1.82K | ﹤0.01% | 832 |
|
|
2025
Q1 | $8.77K | Buy |
36
+2
| +6% | +$487 | ﹤0.01% | 918 |
|
|
2024
Q4 | $8.67K | Hold |
34
| – | – | ﹤0.01% | 891 |
|
|
2024
Q3 | $9.95K | Buy |
34
+2
| +6% | +$585 | ﹤0.01% | 855 |
|
|
2024
Q2 | $7.73K | Sell |
32
-1
| -3% | -$241 | ﹤0.01% | 878 |
|
|
2024
Q1 | $8.79K | Sell |
33
-6
| -15% | -$1.6K | ﹤0.01% | 866 |
|
|
2023
Q4 | $9.61K | Sell |
39
-8
| -17% | -$1.97K | ﹤0.01% | 786 |
|
|
2023
Q3 | $8.58K | Buy |
47
+14
| +42% | +$2.56K | ﹤0.01% | 783 |
|
|
2023
Q2 | $7.73K | Buy |
33
+3
| +10% | +$703 | ﹤0.01% | 818 |
|
|
2023
Q1 | $6.06K | Sell |
30
-3
| -9% | -$606 | ﹤0.01% | 909 |
|
|
2022
Q4 | $6.39K | Sell |
33
-320
| -91% | -$61.9K | ﹤0.01% | 896 |
|
|
2022
Q3 | $60K | Buy |
353
+36
| +11% | +$6.12K | 0.01% | 354 |
|
|
2022
Q2 | $58K | Sell |
317
-19
| -6% | -$3.48K | 0.01% | 368 |
|
|
2022
Q1 | $80K | Sell |
336
-4
| -1% | -$952 | 0.01% | 334 |
|
|
2021
Q4 | $100K | Buy |
+340
| New | +$100K | 0.01% | 306 |
|
|
2018
Q2 | – | Sell |
-23
| Closed | -$3K | – | 491 |
|
|
2018
Q1 | $3K | Buy |
23
+6
| +35% | +$783 | ﹤0.01% | 450 |
|
|
2017
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 483 |
|
|
2016
Q2 | – | Sell |
-7
| Closed | -$1K | – | 532 |
|
|
2016
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 566 |
|