NewEdge Wealth’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Sell |
19,549
-1,808
| -8% | -$437K | 0.07% | 208 |
|
|
2025
Q1 | $5.2M | Buy |
21,357
+276
| +1% | +$67.2K | 0.09% | 180 |
|
|
2024
Q4 | $5.37M | Buy |
21,081
+681
| +3% | +$174K | 0.09% | 178 |
|
|
2024
Q3 | $5.99M | Buy |
20,400
+2,430
| +14% | +$714K | 0.11% | 165 |
|
|
2024
Q2 | $4.36M | Buy |
17,970
+381
| +2% | +$92.4K | 0.09% | 181 |
|
|
2024
Q1 | $3.95M | Buy |
17,589
+1,646
| +10% | +$370K | 0.09% | 199 |
|
|
2023
Q4 | $3.94M | Buy |
15,943
+561
| +4% | +$139K | 0.1% | 173 |
|
|
2023
Q3 | $2.82M | Buy |
15,382
+1,262
| +9% | +$231K | 0.09% | 196 |
|
|
2023
Q2 | $3.32M | Buy |
14,120
+383
| +3% | +$90.1K | 0.11% | 175 |
|
|
2023
Q1 | $2.79M | Buy |
13,737
+323
| +2% | +$65.5K | 0.11% | 174 |
|
|
2022
Q4 | $2.61M | Buy |
13,414
+962
| +8% | +$187K | 0.11% | 171 |
|
|
2022
Q3 | $2.14M | Buy |
12,452
+711
| +6% | +$122K | 0.1% | 181 |
|
|
2022
Q2 | $2.15M | Buy |
11,741
+4,625
| +65% | +$845K | 0.1% | 181 |
|
|
2022
Q1 | $1.69M | Buy |
7,116
+943
| +15% | +$224K | 0.07% | 176 |
|
|
2021
Q4 | $1.81M | Buy |
6,173
+230
| +4% | +$67.3K | 0.08% | 178 |
|
|
2021
Q3 | $1.51M | Buy |
5,943
+633
| +12% | +$160K | 0.09% | 150 |
|
|
2021
Q2 | $1.27M | Buy |
5,310
+181
| +4% | +$43.4K | 0.1% | 156 |
|
|
2021
Q1 | $929K | Buy |
+5,129
| New | +$929K | 0.09% | 169 |
|