Kestra Advisory Services’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
5,725
+57
| +1% | +$14.8K | 0.01% | 1248 |
|
|
2025
Q1 | $1.38M | Sell |
5,668
-288
| -5% | -$70.1K | 0.01% | 1189 |
|
|
2024
Q4 | $1.52M | Sell |
5,956
-483
| -8% | -$123K | 0.01% | 1152 |
|
|
2024
Q3 | $1.89M | Buy |
6,439
+59
| +0.9% | +$17.3K | 0.01% | 979 |
|
|
2024
Q2 | $1.55M | Buy |
6,380
+1,557
| +32% | +$378K | 0.01% | 1098 |
|
|
2024
Q1 | $1.29M | Buy |
4,823
+223
| +5% | +$59.7K | 0.01% | 1094 |
|
|
2023
Q4 | $1.14M | Sell |
4,600
-46
| -1% | -$11.4K | 0.01% | 1054 |
|
|
2023
Q3 | $851K | Buy |
4,646
+446
| +11% | +$81.7K | 0.01% | 1075 |
|
|
2023
Q2 | $988K | Sell |
4,200
-131
| -3% | -$30.8K | 0.01% | 984 |
|
|
2023
Q1 | $879K | Sell |
4,331
-2,482
| -36% | -$503K | 0.01% | 1003 |
|
|
2022
Q4 | $1.32M | Buy |
6,813
+1,125
| +20% | +$219K | 0.01% | 924 |
|
|
2022
Q3 | $975K | Sell |
5,688
-57
| -1% | -$9.77K | 0.01% | 986 |
|
|
2022
Q2 | $1.05M | Buy |
5,745
+438
| +8% | +$80.1K | 0.01% | 957 |
|
|
2022
Q1 | $1.26M | Buy |
5,307
+182
| +4% | +$43.1K | 0.01% | 855 |
|
|
2021
Q4 | $1.5M | Sell |
5,125
-126
| -2% | -$36.9K | 0.02% | 805 |
|
|
2021
Q3 | $1.33M | Buy |
5,251
+2,666
| +103% | +$676K | 0.01% | 873 |
|
|
2021
Q2 | $619K | Buy |
2,585
+310
| +14% | +$74.2K | 0.01% | 1172 |
|
|
2021
Q1 | $412K | Buy |
2,275
+1,175
| +107% | +$213K | 0.01% | 1282 |
|
|
2020
Q4 | $210K | Buy |
+1,100
| New | +$210K | ﹤0.01% | 1686 |
|