McClarren Financial Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$25K | – | 298 |
|
|
2024
Q4 | $25K | Buy |
+100
| New | +$25K | 0.07% | 122 |
|
|
2024
Q3 | – | Sell |
-242
| Closed | -$24K | – | 267 |
|
|
2024
Q2 | $24K | Buy |
242
+141
| +140% | +$14K | 0.02% | 204 |
|
|
2024
Q1 | $27K | Buy |
101
+1
| +1% | +$267 | 0.02% | 185 |
|
|
2023
Q4 | $25K | Buy |
100
+1
| +1% | +$250 | 0.02% | 210 |
|
|
2023
Q3 | $18K | Hold |
99
| – | – | 0.02% | 224 |
|
|
2023
Q2 | $23K | Hold |
99
| – | – | 0.02% | 207 |
|
|
2023
Q1 | $20K | Hold |
99
| – | – | 0.02% | 206 |
|
|
2022
Q4 | $19K | Hold |
99
| – | – | 0.02% | 216 |
|
|
2022
Q3 | $16K | Buy |
+99
| New | +$16K | 0.02% | 208 |
|
|
2022
Q2 | – | Sell |
-98
| Closed | -$23K | – | 95 |
|
|
2022
Q1 | $23K | Sell |
98
-1
| -1% | -$235 | 0.02% | 167 |
|
|
2021
Q4 | $29K | Buy |
99
+1
| +1% | +$293 | 0.02% | 172 |
|
|
2021
Q3 | $24K | Hold |
98
| – | – | 0.02% | 158 |
|
|
2021
Q2 | $23K | Buy |
+98
| New | +$23K | 0.02% | 169 |
|