MPS Loria Financial Planners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
855
-89
| -9% | -$23.1K | 0.07% | 77 |
|
|
2025
Q1 | $230K | Hold |
944
| – | – | 0.07% | 77 |
|
|
2024
Q4 | $241K | Hold |
944
| – | – | 0.07% | 73 |
|
|
2024
Q3 | $277K | Hold |
944
| – | – | 0.08% | 67 |
|
|
2024
Q2 | $229K | Hold |
944
| – | – | 0.07% | 76 |
|
|
2024
Q1 | $253K | Hold |
944
| – | – | 0.08% | 68 |
|
|
2023
Q4 | $233K | Buy |
+944
| New | +$233K | 0.08% | 77 |
|
|
2023
Q3 | – | Sell |
-935
| Closed | -$220K | – | 78 |
|
|
2023
Q2 | $220K | Buy |
+935
| New | +$220K | 0.08% | 74 |
|
|
2022
Q2 | – | Sell |
-937
| Closed | -$222K | – | 77 |
|
|
2022
Q1 | $222K | Hold |
937
| – | – | 0.09% | 74 |
|
|
2021
Q4 | $274K | Hold |
937
| – | – | 0.11% | 66 |
|
|
2021
Q3 | $237K | Hold |
937
| – | – | 0.11% | 68 |
|
|
2021
Q2 | $224K | Hold |
937
| – | – | 0.1% | 76 |
|
|
2021
Q1 | $169K | Hold |
937
| – | – | 0.08% | 89 |
|
|
2020
Q4 | $176K | Buy |
+937
| New | +$176K | 0.08% | 84 |
|