Sowell Financial Services’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
1,433
+55
| +4% | +$14.3K | 0.02% | 703 |
|
|
2025
Q1 | $336K | Buy |
+1,378
| New | +$336K | 0.02% | 713 |
|
|
2021
Q2 | – | Sell |
-123
| Closed | -$29K | – | 1130 |
|
|
2021
Q1 | $29K | Sell |
123
-8
| -6% | -$1.89K | ﹤0.01% | 1884 |
|
|
2020
Q4 | $25K | Sell |
131
-9
| -6% | -$1.72K | ﹤0.01% | 1637 |
|
|
2020
Q3 | $22K | Sell |
140
-3
| -2% | -$471 | ﹤0.01% | 1516 |
|
|
2020
Q2 | $25K | Buy |
143
+4
| +3% | +$699 | ﹤0.01% | 1391 |
|
|
2020
Q1 | $17K | Sell |
139
-8
| -5% | -$978 | ﹤0.01% | 1440 |
|
|
2019
Q4 | $21K | Sell |
147
-14
| -9% | -$2K | ﹤0.01% | 1416 |
|
|
2019
Q3 | $23K | Buy |
+161
| New | +$23K | ﹤0.01% | 1226 |
|