LVW Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $708K | Sell |
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|
2025
Q2 | $817K | Sell |
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|
2025
Q1 | $832K | Sell |
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|
2024
Q4 | $908K | Sell |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $802K | Buy |
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|
2024
Q1 | $813K | Sell |
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|
2023
Q4 | $770K | Sell |
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|
2023
Q3 | $572K | Sell |
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|
2023
Q2 | $803K | Sell |
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|
2023
Q1 | $696K | Sell |
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|
2022
Q4 | $684K | Sell |
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|
2022
Q3 | $648K | Buy |
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|
2022
Q2 | $666K | Buy |
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|
2022
Q1 | $837K | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $968K | Buy |
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|
2021
Q2 | $886K | Sell |
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|
2021
Q1 | $691K | Buy |
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|
2020
Q4 | $507K | Buy |
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|
2020
Q3 | $398K | Buy |
|