OneDigital 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 | – | Sell |
-857
| Closed | -$209K | – | 1466 |
|
|
2025
Q1 | $209K | Buy |
+857
| New | +$209K | ﹤0.01% | 1308 |
|
|
2024
Q4 | – | Sell |
-1,037
| Closed | -$305K | – | 1432 |
|
|
2024
Q3 | $305K | Buy |
+1,037
| New | +$305K | ﹤0.01% | 1148 |
|
|
2018
Q4 | – | Sell |
-220
| Closed | -$29K | – | 1156 |
|
|
2018
Q3 | $29K | Sell |
220
-110
| -33% | -$14.5K | 0.01% | 546 |
|
|
2018
Q2 | $41K | Hold |
330
| – | – | 0.01% | 558 |
|
|
2018
Q1 | $39K | Hold |
330
| – | – | 0.01% | 593 |
|
|
2017
Q4 | $39K | Buy |
+330
| New | +$39K | ﹤0.01% | 580 |
|