Sound View Wealth Advisors Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Sell |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $550K | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $1.13M | Buy |
|
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $950K | Sell |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $797K | Sell |
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|
2022
Q2 | $854K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $1.24M | Hold |
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|
2021
Q2 | $1.17M | Hold |
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|
2021
Q1 | $887K | Sell |
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|
2020
Q4 | $946K | Sell |
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|
2020
Q3 | $772K | Sell |
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|
2020
Q2 | $847K | Sell |
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|
2020
Q1 | $590K | Sell |
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|
2019
Q4 | $701K | Sell |
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|
2019
Q3 | $705K | Sell |
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|
2019
Q2 | $705K | Buy |
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