Spire Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2K | Sell |
70
-62
| -47% | -$16.1K | ﹤0.01% | 1547 |
|
|
2025
Q1 | $32.2K | Sell |
132
-19
| -13% | -$4.63K | ﹤0.01% | 1449 |
|
|
2024
Q4 | $38.5K | Buy |
151
+75
| +99% | +$19.1K | ﹤0.01% | 1386 |
|
|
2024
Q3 | $22.3K | Sell |
76
-22
| -22% | -$6.47K | ﹤0.01% | 1407 |
|
|
2024
Q2 | $23.8K | Buy |
98
+1
| +1% | +$242 | ﹤0.01% | 1382 |
|
|
2024
Q1 | $25.9K | Sell |
97
-124
| -56% | -$33.2K | ﹤0.01% | 1427 |
|
|
2023
Q4 | $54.1K | Buy |
221
+25
| +13% | +$6.12K | ﹤0.01% | 1184 |
|
|
2023
Q3 | $36K | Buy |
196
+33
| +20% | +$6.06K | ﹤0.01% | 1293 |
|
|
2023
Q2 | $38.3K | Buy |
163
+21
| +15% | +$4.93K | ﹤0.01% | 1312 |
|
|
2023
Q1 | $28.8K | Buy |
142
+77
| +118% | +$15.6K | ﹤0.01% | 1447 |
|
|
2022
Q4 | $13K | Buy |
65
+29
| +81% | +$5.8K | ﹤0.01% | 1519 |
|
|
2022
Q3 | $6K | Sell |
36
-37
| -51% | -$6.17K | ﹤0.01% | 1689 |
|
|
2022
Q2 | $13K | Hold |
73
| – | – | ﹤0.01% | 1825 |
|
|
2022
Q1 | $17K | Sell |
73
-153
| -68% | -$35.6K | ﹤0.01% | 1868 |
|
|
2021
Q4 | $66K | Buy |
226
+120
| +113% | +$35K | ﹤0.01% | 1594 |
|
|
2021
Q3 | $27K | Buy |
106
+24
| +29% | +$6.11K | ﹤0.01% | 1725 |
|
|
2021
Q2 | $20K | Sell |
82
-239
| -74% | -$58.3K | ﹤0.01% | 1866 |
|
|
2021
Q1 | $58K | Buy |
+321
| New | +$58K | ﹤0.01% | 1652 |
|