Rational 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 | $9.34K | Buy |
+36
| New | +$9.34K | ﹤0.01% | 180 |
|
|
2020
Q4 | – | Sell |
-263
| Closed | -$41K | – | 322 |
|
|
2020
Q3 | $41K | Buy |
263
+205
| +353% | +$32K | 0.02% | 196 |
|
|
2020
Q2 | $10K | Buy |
+58
| New | +$10K | 0.01% | 360 |
|
|
2020
Q1 | – | Sell |
-540
| Closed | -$76K | – | 267 |
|
|
2019
Q4 | $76K | Buy |
540
+405
| +300% | +$57K | 0.04% | 318 |
|
|
2019
Q3 | $19K | Sell |
135
-51
| -27% | -$7.18K | 0.01% | 458 |
|
|
2019
Q2 | $25K | Buy |
186
+168
| +933% | +$22.6K | 0.01% | 414 |
|
|
2019
Q1 | $2K | Sell |
18
-682
| -97% | -$75.8K | ﹤0.01% | 500 |
|
|
2018
Q4 | $65K | Buy |
700
+645
| +1,173% | +$59.9K | 0.02% | 262 |
|
|
2018
Q3 | $7K | Buy |
55
+47
| +588% | +$5.98K | ﹤0.01% | 411 |
|
|
2018
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 462 |
|
|
2017
Q4 | – | Sell |
-5,500
| Closed | -$583K | – | 296 |
|
|
2017
Q3 | $583K | Hold |
5,500
| – | – | 0.31% | 102 |
|
|
2017
Q2 | $756K | Buy |
+5,500
| New | +$756K | 0.47% | 77 |
|