Raymond James Financial Services Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $979K | Sell |
3,332
-249
| -7% | -$70.2K | ﹤0.01% | 2181 |
|
|
2024
Q2 | $868K | Buy |
3,581
+547
| +18% | +$130K | ﹤0.01% | 2179 |
|
|
2024
Q1 | $812K | Buy |
3,034
+250
| +9% | +$63.6K | ﹤0.01% | 2188 |
|
|
2023
Q4 | $688K | Sell |
2,784
-111
| -4% | -$22.5K | ﹤0.01% | 2211 |
|
|
2023
Q3 | $530K | Sell |
2,895
-390
| -12% | -$79.6K | ﹤0.01% | 2293 |
|
|
2023
Q2 | $773K | Sell |
3,285
-1,449
| -31% | -$305K | ﹤0.01% | 2077 |
|
|
2023
Q1 | $960K | Buy |
4,734
+435
| +10% | +$90.5K | ﹤0.01% | 1920 |
|
|
2022
Q4 | $836K | Buy |
4,299
+382
| +10% | +$69.8K | ﹤0.01% | 1956 |
|
|
2022
Q3 | $672K | Buy |
3,917
+1,542
| +65% | +$302K | ﹤0.01% | 2073 |
|
|
2022
Q2 | $434K | Sell |
2,375
-1,141
| -32% | -$228K | ﹤0.01% | 2365 |
|
|
2022
Q1 | $834K | Buy |
3,516
+801
| +30% | +$189K | ﹤0.01% | 2069 |
|
|
2021
Q4 | $795K | Buy |
2,715
+96
| +4% | +$26.7K | ﹤0.01% | 2106 |
|
|
2021
Q3 | $664K | Sell |
2,619
-141
| -5% | -$36.6K | ﹤0.01% | 2193 |
|
|
2021
Q2 | $661K | Buy |
2,760
+422
| +18% | +$94.3K | ﹤0.01% | 2195 |
|
|
2021
Q1 | $424K | Sell |
2,338
-243
| -9% | -$42.9K | ﹤0.01% | 2400 |
|
|
2020
Q4 | $498K | Sell |
2,581
-489
| -16% | -$82.2K | ﹤0.01% | 2147 |
|
|
2020
Q3 | $482K | Sell |
3,070
-502
| -14% | -$82.2K | ﹤0.01% | 1988 |
|
|
2020
Q2 | $614K | Sell |
3,572
-448
| -11% | -$66.4K | ﹤0.01% | 1779 |
|
|
2020
Q1 | $480K | Sell |
4,020
-1,581
| -28% | -$230K | ﹤0.01% | 1581 |
|
|
2019
Q4 | $785K | Buy |
5,601
+193
| +4% | +$26.7K | ﹤0.01% | 1681 |
|
|
2019
Q3 | $761K | Sell |
5,408
-7,678
| -59% | -$1.08M | ﹤0.01% | 1639 |
|
|
2019
Q2 | $1.77M | Buy |
13,086
+9,433
| +258% | +$1.18M | 0.01% | 1176 |
|
|
2019
Q1 | $433K | Buy |
3,653
+586
| +19% | +$62.6K | ﹤0.01% | 1985 |
|
|
2018
Q4 | $286K | Sell |
3,067
-1,304
| -30% | -$139K | ﹤0.01% | 2026 |
|
|
2018
Q3 | $571K | Sell |
4,371
-7
| -0.2% | -$912 | ﹤0.01% | 1812 |
|
|
2018
Q2 | $548K | Sell |
4,378
-272
| -6% | -$32.2K | ﹤0.01% | 1807 |
|
|
2018
Q1 | $548K | Sell |
4,650
-363
| -7% | -$43.6K | ﹤0.01% | 1662 |
|
|
2017
Q4 | $591K | Sell |
5,013
-95
| -2% | -$10.7K | ﹤0.01% | 1616 |
|
|
2017
Q3 | $541K | Buy |
5,108
+2,160
| +73% | +$286K | ﹤0.01% | 1666 |
|
|
2017
Q2 | $405K | Sell |
2,948
-823
| -22% | -$113K | ﹤0.01% | 1799 |
|
|
2017
Q1 | $516K | Buy |
3,771
+955
| +34% | +$121K | ﹤0.01% | 1549 |
|
|
2016
Q4 | $333K | Sell |
2,816
-1,024
| -27% | -$125K | ﹤0.01% | 1756 |
|
|
2016
Q3 | $517K | Buy |
3,840
+2,098
| +120% | +$278K | ﹤0.01% | 1482 |
|
|
2016
Q2 | $224K | Buy |
+1,742
| New | +$211K | ﹤0.01% | 1912 |
|
Other funds holding EFX
Raymond James Financial Services Advisors's EFX Position: Q3 2024 in Review
Raymond James Financial Services Advisors reduced its Equifax (EFX) stake by 7% in Q3 2024, selling an estimated $70.2K and leaving 3,332 shares worth $979K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.
Raymond James Financial Services Advisors first reported a position in EFX in Q2 2016 and has held it in 34 quarters since. The position peaked at $1.77M in Q2 2019. 836 funds tracked by Wall St. Rank hold EFX as of Q3 2024.
- Raymond James Financial Services Advisors held 3,332 shares of Equifax worth $979K as of Q3 2024.
- Raymond James Financial Services Advisors sold 249 Equifax shares in Q3 2024, an estimated $70.2K.
- Equifax made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2181 holding.
- Raymond James Financial Services Advisors first reported a position in Equifax in Q2 2016 and has held it in 34 quarters since.
- Raymond James Financial Services Advisors's Equifax position peaked at $1.77M in Q2 2019.
- 836 funds tracked by Wall St. Rank held Equifax as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.