Lido 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 | $1.05M | Buy |
4,065
+437
| +12% | +$113K | ﹤0.01% | 744 |
|
|
2025
Q1 | $884K | Sell |
3,628
-738
| -17% | -$180K | ﹤0.01% | 772 |
|
|
2024
Q4 | $1.11M | Buy |
4,366
+1,601
| +58% | +$408K | 0.01% | 671 |
|
|
2024
Q3 | $813K | Buy |
2,765
+346
| +14% | +$102K | ﹤0.01% | 724 |
|
|
2024
Q2 | $587K | Sell |
2,419
-275
| -10% | -$66.7K | ﹤0.01% | 790 |
|
|
2024
Q1 | $721K | Buy |
2,694
+1,530
| +131% | +$409K | ﹤0.01% | 698 |
|
|
2023
Q4 | $288K | Sell |
1,164
-147
| -11% | -$36.3K | ﹤0.01% | 946 |
|
|
2023
Q3 | $240K | Buy |
1,311
+167
| +15% | +$30.6K | ﹤0.01% | 907 |
|
|
2023
Q2 | $269K | Buy |
+1,144
| New | +$269K | ﹤0.01% | 882 |
|
|
2016
Q3 | – | Sell |
-2,239
| Closed | -$288K | – | 165 |
|
|
2016
Q2 | $288K | Buy |
2,239
+5
| +0.2% | +$643 | 0.09% | 115 |
|
|
2016
Q1 | $255K | Buy |
+2,234
| New | +$255K | 0.09% | 115 |
|