SVWAG
Sound View Wealth Advisors Group’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
4,167
+1,910
| +85% | +$495K | 0.08% | 180 |
|
|
2025
Q1 | $550K | Sell |
2,257
-3,898
| -63% | -$949K | 0.05% | 242 |
|
|
2024
Q4 | $1.57M | Sell |
6,155
-4
| -0.1% | -$1.02K | 0.13% | 138 |
|
|
2024
Q3 | $1.81M | Buy |
6,159
+1,557
| +34% | +$458K | 0.15% | 129 |
|
|
2024
Q2 | $1.12M | Sell |
4,602
-5
| -0.1% | -$1.21K | 0.12% | 152 |
|
|
2024
Q1 | $1.23M | Sell |
4,607
-1,559
| -25% | -$417K | 0.13% | 147 |
|
|
2023
Q4 | $1.52M | Sell |
6,166
-21
| -0.3% | -$5.19K | 0.17% | 127 |
|
|
2023
Q3 | $1.13M | Buy |
6,187
+1,551
| +33% | +$284K | 0.14% | 136 |
|
|
2023
Q2 | $1.09M | Sell |
4,636
-48
| -1% | -$11.3K | 0.14% | 133 |
|
|
2023
Q1 | $950K | Sell |
4,684
-1,482
| -24% | -$301K | 0.13% | 152 |
|
|
2022
Q4 | $1.52M | Buy |
6,166
+1,518
| +33% | +$375K | 0.17% | 127 |
|
|
2022
Q3 | $797K | Sell |
4,648
-24
| -0.5% | -$4.12K | 0.18% | 118 |
|
|
2022
Q2 | $854K | Sell |
4,672
-10
| -0.2% | -$1.83K | 0.18% | 117 |
|
|
2022
Q1 | $1.11M | Sell |
4,682
-14
| -0.3% | -$3.32K | 0.21% | 109 |
|
|
2021
Q4 | $1.38M | Sell |
4,696
-203
| -4% | -$59.4K | 0.26% | 96 |
|
|
2021
Q3 | $1.24M | Hold |
4,899
| – | – | 0.26% | 97 |
|
|
2021
Q2 | $1.17M | Hold |
4,899
| – | – | 0.25% | 101 |
|
|
2021
Q1 | $887K | Sell |
4,899
-8
| -0.2% | -$1.45K | 0.21% | 110 |
|
|
2020
Q4 | $946K | Sell |
4,907
-13
| -0.3% | -$2.51K | 0.23% | 103 |
|
|
2020
Q3 | $772K | Sell |
4,920
-7
| -0.1% | -$1.1K | 0.2% | 114 |
|
|
2020
Q2 | $847K | Sell |
4,927
-10
| -0.2% | -$1.72K | 0.24% | 102 |
|
|
2020
Q1 | $590K | Sell |
4,937
-67
| -1% | -$8.01K | 0.2% | 106 |
|
|
2019
Q4 | $701K | Sell |
5,004
-5
| -0.1% | -$700 | 0.2% | 119 |
|
|
2019
Q3 | $705K | Sell |
5,009
-204
| -4% | -$28.7K | 0.21% | 114 |
|
|
2019
Q2 | $705K | Buy |
+5,213
| New | +$705K | 0.21% | 117 |
|