Plante Moran Financial Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$7.65K | – | 838 |
|
|
2024
Q4 | $7.65K | Buy |
+30
| New | +$7.65K | ﹤0.01% | 621 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$194 | – | 832 |
|
|
2022
Q4 | $194 | Buy |
+1
| New | +$194 | ﹤0.01% | 813 |
|
|
2022
Q1 | – | Sell |
-18
| Closed | -$5K | – | 855 |
|
|
2021
Q4 | $5K | Buy |
+18
| New | +$5K | ﹤0.01% | 810 |
|
|
2019
Q3 | – | Sell |
-232
| Closed | -$31K | – | 859 |
|
|
2019
Q2 | $31K | Hold |
232
| – | – | 0.01% | 419 |
|
|
2019
Q1 | $27K | Hold |
232
| – | – | 0.01% | 426 |
|
|
2018
Q4 | $22K | Hold |
232
| – | – | 0.01% | 417 |
|
|
2018
Q3 | $30K | Hold |
232
| – | – | 0.01% | 378 |
|
|
2018
Q2 | $29K | Hold |
232
| – | – | 0.01% | 421 |
|
|
2018
Q1 | $27K | Hold |
232
| – | – | 0.01% | 448 |
|
|
2017
Q4 | $27K | Hold |
232
| – | – | 0.02% | 452 |
|
|
2017
Q3 | $25K | Sell |
232
-4
| -2% | -$431 | 0.01% | 432 |
|
|
2017
Q2 | $32K | Hold |
236
| – | – | 0.02% | 395 |
|
|
2017
Q1 | $32K | Buy |
236
+4
| +2% | +$542 | 0.02% | 393 |
|
|
2016
Q4 | $27K | Hold |
232
| – | – | 0.02% | 429 |
|
|
2016
Q3 | $31K | Hold |
232
| – | – | 0.02% | 401 |
|
|
2016
Q2 | $30K | Hold |
232
| – | – | 0.02% | 361 |
|
|
2016
Q1 | $27K | Hold |
232
| – | – | 0.02% | 343 |
|
|
2015
Q4 | $26K | Buy |
+232
| New | +$26K | 0.02% | 404 |
|
|
2014
Q1 | – | Sell |
-724
| Closed | -$50K | – | 641 |
|
|
2013
Q4 | $50K | Buy |
+724
| New | +$50K | 0.03% | 233 |
|