MPS Loria Financial Planners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $219K | Hold |
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|
2025
Q2 | $222K | Sell |
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|
2025
Q1 | $230K | Hold |
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|
2024
Q4 | $241K | Hold |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $233K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $220K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $274K | Hold |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $224K | Hold |
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|
2021
Q1 | $169K | Hold |
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|
2020
Q4 | $176K | Buy |
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