Moneta Group Investment 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 | $11.3M | Sell |
43,513
-483
| -1% | -$125K | 0.13% | 92 |
|
|
2025
Q1 | $10.7M | Sell |
43,996
-2,069
| -4% | -$504K | 0.15% | 88 |
|
|
2024
Q4 | $11.7M | Buy |
46,065
+18,234
| +66% | +$4.65M | 0.16% | 77 |
|
|
2024
Q3 | $8.18M | Sell |
27,831
-3,876
| -12% | -$1.14M | 0.12% | 101 |
|
|
2024
Q2 | $7.69M | Sell |
31,707
-661
| -2% | -$160K | 0.12% | 98 |
|
|
2024
Q1 | $8.66M | Sell |
32,368
-667
| -2% | -$178K | 0.14% | 92 |
|
|
2023
Q4 | $8.17M | Sell |
33,035
-433
| -1% | -$107K | 0.16% | 79 |
|
|
2023
Q3 | $6.13M | Sell |
33,468
-1,334
| -4% | -$244K | 0.14% | 86 |
|
|
2023
Q2 | $8.19M | Sell |
34,802
-161
| -0.5% | -$37.9K | 0.18% | 74 |
|
|
2023
Q1 | $7.09M | Buy |
34,963
+3,926
| +13% | +$796K | 0.17% | 80 |
|
|
2022
Q4 | $6.9M | Sell |
31,037
-5,701
| -16% | -$1.27M | 0.19% | 79 |
|
|
2022
Q3 | $6.3M | Sell |
36,738
-23,329
| -39% | -$4M | 0.24% | 78 |
|
|
2022
Q2 | $11M | Buy |
60,067
+50,316
| +516% | +$9.2M | 0.37% | 57 |
|
|
2022
Q1 | $2.31M | Sell |
9,751
-2,025
| -17% | -$480K | 0.09% | 127 |
|
|
2021
Q4 | $3.45M | Buy |
11,776
+4,819
| +69% | +$1.41M | 0.14% | 101 |
|
|
2021
Q3 | $1.76M | Sell |
6,957
-604
| -8% | -$153K | 0.08% | 136 |
|
|
2021
Q2 | $1.81M | Sell |
7,561
-30
| -0.4% | -$7.19K | 0.08% | 142 |
|
|
2021
Q1 | $1.38M | Sell |
7,591
-1,287
| -14% | -$233K | 0.07% | 149 |
|
|
2020
Q4 | $1.71M | Buy |
+8,878
| New | +$1.71M | 0.12% | 108 |
|
|
2019
Q3 | – | Sell |
-969
| Closed | -$131K | – | 283 |
|
|
2019
Q2 | $131K | Sell |
969
-136
| -12% | -$18.4K | 0.01% | 221 |
|
|
2019
Q1 | $131K | Sell |
1,105
-302
| -21% | -$35.8K | 0.01% | 214 |
|
|
2018
Q4 | $131K | Buy |
+1,407
| New | +$131K | 0.02% | 201 |
|
|
2015
Q4 | – | Sell |
-129
| Closed | -$13K | – | 220 |
|
|
2015
Q3 | $13K | Buy |
+129
| New | +$13K | ﹤0.01% | 379 |
|