Sequoia 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
Q2 | $506K | Buy |
1,949
+614
| +46% | +$159K | ﹤0.01% | 979 |
|
|
2025
Q1 | $325K | Sell |
1,335
-78
| -6% | -$19K | ﹤0.01% | 1020 |
|
|
2024
Q4 | $360K | Sell |
1,413
-41
| -3% | -$10.5K | ﹤0.01% | 934 |
|
|
2024
Q3 | $427K | Buy |
1,454
+375
| +35% | +$110K | ﹤0.01% | 810 |
|
|
2024
Q2 | $262K | Buy |
1,079
+322
| +43% | +$78.1K | ﹤0.01% | 954 |
|
|
2024
Q1 | $202K | Sell |
757
-1,203
| -61% | -$322K | ﹤0.01% | 1060 |
|
|
2023
Q4 | $485K | Buy |
+1,960
| New | +$485K | 0.01% | 744 |
|