Lake Street Advisors Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $363K | Buy |
1,425
+37
| +3% | +$9.43K | 0.02% | 399 |
|
|
2024
Q3 | $408K | Buy |
1,388
+4
| +0.3% | +$1.18K | 0.02% | 375 |
|
|
2024
Q2 | $336K | Buy |
1,384
+59
| +4% | +$14.3K | 0.02% | 412 |
|
|
2024
Q1 | $355K | Buy |
1,325
+62
| +5% | +$16.6K | 0.02% | 416 |
|
|
2023
Q4 | $312K | Buy |
+1,263
| New | +$312K | 0.02% | 423 |
|
|
2021
Q3 | – | Sell |
-1,187
| Closed | -$308K | – | 290 |
|
|
2021
Q2 | $308K | Sell |
1,187
-107
| -8% | -$27.8K | 0.02% | 240 |
|
|
2021
Q1 | $234K | Buy |
1,294
+3
| +0.2% | +$543 | 0.02% | 280 |
|
|
2020
Q4 | $249K | Sell |
1,291
-5
| -0.4% | -$964 | 0.02% | 259 |
|
|
2020
Q3 | $203K | Buy |
1,296
+119
| +10% | +$18.6K | 0.02% | 267 |
|
|
2020
Q2 | $202K | Buy |
+1,177
| New | +$202K | 0.02% | 256 |
|