Optimum 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 | $25.9K | Hold |
100
| – | – | 0.01% | 411 |
|
|
2025
Q1 | $24.4K | Hold |
100
| – | – | 0.01% | 417 |
|
|
2024
Q4 | $25.5K | Hold |
100
| – | – | 0.01% | 405 |
|
|
2024
Q3 | $29.4K | Hold |
100
| – | – | 0.01% | 401 |
|
|
2024
Q2 | $24.2K | Hold |
100
| – | – | 0.01% | 425 |
|
|
2024
Q1 | $26.8K | Hold |
100
| – | – | 0.01% | 427 |
|
|
2023
Q4 | $24.7K | Hold |
100
| – | – | 0.01% | 421 |
|
|
2023
Q3 | $18.3K | Hold |
100
| – | – | 0.01% | 480 |
|
|
2023
Q2 | $23.5K | Hold |
100
| – | – | 0.01% | 453 |
|
|
2023
Q1 | $20.3K | Hold |
100
| – | – | 0.01% | 476 |
|
|
2022
Q4 | $19.4K | Hold |
100
| – | – | 0.01% | 490 |
|
|
2022
Q3 | $17K | Hold |
100
| – | – | 0.01% | 518 |
|
|
2022
Q2 | $18K | Sell |
100
-34
| -25% | -$6.12K | 0.01% | 529 |
|
|
2022
Q1 | $32K | Buy |
134
+34
| +34% | +$8.12K | 0.01% | 506 |
|
|
2021
Q4 | $29K | Hold |
100
| – | – | 0.01% | 552 |
|
|
2021
Q3 | $25K | Hold |
100
| – | – | 0.01% | 561 |
|
|
2021
Q2 | $24K | Hold |
100
| – | – | 0.01% | 629 |
|
|
2021
Q1 | $18K | Hold |
100
| – | – | 0.01% | 678 |
|
|
2020
Q4 | $19K | Hold |
100
| – | – | 0.01% | 626 |
|
|
2020
Q3 | $16K | Hold |
100
| – | – | 0.01% | 634 |
|
|
2020
Q2 | $17K | Hold |
100
| – | – | 0.01% | 626 |
|
|
2020
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 652 |
|
|
2019
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 720 |
|
|
2019
Q3 | $14K | Hold |
100
| – | – | ﹤0.01% | 732 |
|
|
2019
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 727 |
|
|
2019
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 772 |
|
|
2018
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 770 |
|
|
2018
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 804 |
|
|
2018
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 811 |
|
|
2018
Q1 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 794 |
|