Orion Portfolio Solutions’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.25M | Buy |
5,139
+142
| +3% | +$34.6K | 0.01% | 961 |
|
|
2024
Q4 | $1.27M | Sell |
4,997
-696
| -12% | -$177K | 0.01% | 915 |
|
|
2024
Q3 | $1.67M | Buy |
5,693
+2,414
| +74% | +$709K | 0.02% | 779 |
|
|
2024
Q2 | $795K | Sell |
3,279
-2,446
| -43% | -$593K | 0.01% | 1079 |
|
|
2024
Q1 | $1.53M | Sell |
5,725
-4,995
| -47% | -$1.34M | 0.02% | 785 |
|
|
2023
Q4 | $2.64M | Sell |
10,720
-2,818
| -21% | -$694K | 0.03% | 502 |
|
|
2023
Q3 | $2.48M | Buy |
13,538
+2,295
| +20% | +$420K | 0.03% | 520 |
|
|
2023
Q2 | $2.65M | Buy |
11,243
+847
| +8% | +$199K | 0.03% | 523 |
|
|
2023
Q1 | $2.11M | Buy |
10,396
+9,049
| +672% | +$1.84M | 0.03% | 569 |
|
|
2022
Q4 | $262K | Buy |
+1,347
| New | +$262K | 0.01% | 701 |
|
|
2020
Q3 | – | Sell |
-353
| Closed | -$61K | – | 868 |
|
|
2020
Q2 | $61K | Buy |
353
+123
| +53% | +$21.3K | ﹤0.01% | 660 |
|
|
2020
Q1 | $27K | Buy |
230
+35
| +18% | +$4.11K | ﹤0.01% | 747 |
|
|
2019
Q4 | $27K | Buy |
+195
| New | +$27K | ﹤0.01% | 697 |
|