NewEdge 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 | $345K | Buy |
1,330
+1,044
| +365% | +$271K | ﹤0.01% | 1932 |
|
|
2025
Q1 | $69.6K | Hold |
286
| – | – | ﹤0.01% | 2425 |
|
|
2024
Q4 | $72.8K | Buy |
286
+28
| +11% | +$7.13K | ﹤0.01% | 2390 |
|
|
2024
Q3 | $75.7K | Sell |
258
-17
| -6% | -$4.99K | ﹤0.01% | 2288 |
|
|
2024
Q2 | $66.6K | Sell |
275
-46
| -14% | -$11.1K | ﹤0.01% | 2248 |
|
|
2024
Q1 | $85.9K | Sell |
321
-8
| -2% | -$2.14K | ﹤0.01% | 2112 |
|
|
2023
Q4 | $81.3K | Buy |
329
+164
| +99% | +$40.5K | ﹤0.01% | 2026 |
|
|
2023
Q3 | $30.2K | Buy |
165
+11
| +7% | +$2.01K | ﹤0.01% | 2254 |
|
|
2023
Q2 | $36.4K | Sell |
154
-12
| -7% | -$2.83K | ﹤0.01% | 2191 |
|
|
2023
Q1 | $33.8K | Sell |
166
-39
| -19% | -$7.93K | ﹤0.01% | 2159 |
|
|
2022
Q4 | $7.61K | Buy |
+205
| New | +$7.61K | ﹤0.01% | 2457 |
|
|
2020
Q4 | – | Sell |
-7,635
| Closed | -$1.2M | – | 1013 |
|
|
2020
Q3 | $1.2M | Buy |
+7,635
| New | +$1.2M | 0.04% | 343 |
|
|
2017
Q3 | – | Sell |
-1,558
| Closed | -$217K | – | 572 |
|
|
2017
Q2 | $217K | Buy |
+1,558
| New | +$217K | 0.04% | 308 |
|