LVW 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 | $817K | Sell |
3,149
-268
| -8% | -$69.5K | 0.09% | 128 |
|
|
2025
Q1 | $832K | Sell |
3,417
-147
| -4% | -$35.8K | 0.1% | 120 |
|
|
2024
Q4 | $908K | Sell |
3,564
-80
| -2% | -$20.4K | 0.11% | 118 |
|
|
2024
Q3 | $1.07M | Buy |
3,644
+337
| +10% | +$99K | 0.14% | 105 |
|
|
2024
Q2 | $802K | Buy |
3,307
+267
| +9% | +$64.7K | 0.12% | 112 |
|
|
2024
Q1 | $813K | Sell |
3,040
-73
| -2% | -$19.5K | 0.14% | 114 |
|
|
2023
Q4 | $770K | Sell |
3,113
-10
| -0.3% | -$2.47K | 0.14% | 108 |
|
|
2023
Q3 | $572K | Sell |
3,123
-290
| -8% | -$53.1K | 0.12% | 115 |
|
|
2023
Q2 | $803K | Sell |
3,413
-18
| -0.5% | -$4.24K | 0.15% | 91 |
|
|
2023
Q1 | $696K | Sell |
3,431
-87
| -2% | -$17.6K | 0.14% | 111 |
|
|
2022
Q4 | $684K | Sell |
3,518
-264
| -7% | -$51.3K | 0.14% | 114 |
|
|
2022
Q3 | $648K | Buy |
3,782
+138
| +4% | +$23.6K | 0.14% | 108 |
|
|
2022
Q2 | $666K | Buy |
3,644
+115
| +3% | +$21K | 0.14% | 107 |
|
|
2022
Q1 | $837K | Sell |
3,529
-245
| -6% | -$58.1K | 0.14% | 98 |
|
|
2021
Q4 | $1.11M | Sell |
3,774
-46
| -1% | -$13.5K | 0.19% | 87 |
|
|
2021
Q3 | $968K | Buy |
3,820
+120
| +3% | +$30.4K | 0.17% | 94 |
|
|
2021
Q2 | $886K | Sell |
3,700
-113
| -3% | -$27.1K | 0.16% | 98 |
|
|
2021
Q1 | $691K | Buy |
3,813
+1,182
| +45% | +$214K | 0.13% | 117 |
|
|
2020
Q4 | $507K | Buy |
2,631
+97
| +4% | +$18.7K | 0.1% | 114 |
|
|
2020
Q3 | $398K | Buy |
+2,534
| New | +$398K | 0.09% | 121 |
|