Private Advisor Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-796
| Closed | -$234K | – | 2315 |
|
|
2024
Q3 | $234K | Buy |
+796
| New | +$234K | ﹤0.01% | 2118 |
|
|
2024
Q1 | – | Sell |
-847
| Closed | -$209K | – | 2314 |
|
|
2023
Q4 | $209K | Buy |
+847
| New | +$209K | ﹤0.01% | 2017 |
|
|
2022
Q3 | – | Sell |
-2,100
| Closed | -$384K | – | 1972 |
|
|
2022
Q2 | $384K | Buy |
2,100
+270
| +15% | +$49.4K | ﹤0.01% | 1530 |
|
|
2022
Q1 | $434K | Buy |
1,830
+226
| +14% | +$53.6K | ﹤0.01% | 1492 |
|
|
2021
Q4 | $470K | Sell |
1,604
-1,039
| -39% | -$304K | ﹤0.01% | 1469 |
|
|
2021
Q3 | $670K | Buy |
2,643
+1,440
| +120% | +$365K | ﹤0.01% | 1366 |
|
|
2021
Q2 | $288K | Buy |
+1,203
| New | +$288K | ﹤0.01% | 1646 |
|
|
2020
Q3 | – | Sell |
-267
| Closed | -$46K | – | 2072 |
|
|
2020
Q2 | $46K | Buy |
+267
| New | +$46K | ﹤0.01% | 2141 |
|
|
2019
Q3 | – | Sell |
-2,410
| Closed | -$326K | – | 1671 |
|
|
2019
Q2 | $326K | Buy |
+2,410
| New | +$326K | 0.01% | 1241 |
|
|
2018
Q4 | – | Sell |
-2,365
| Closed | -$309K | – | 1411 |
|
|
2018
Q3 | $309K | Buy |
2,365
+745
| +46% | +$97.3K | 0.01% | 1209 |
|
|
2018
Q2 | $201K | Buy |
+1,620
| New | +$201K | ﹤0.01% | 1197 |
|
|
2017
Q1 | – | Sell |
-1,918
| Closed | -$231K | – | 1420 |
|
|
2016
Q4 | $231K | Buy |
1,918
+82
| +4% | +$9.88K | 0.01% | 1078 |
|
|
2016
Q3 | $245K | Buy |
+1,836
| New | +$245K | 0.01% | 920 |
|