Steward Partners Investment Advisory’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 | $452K | Buy |
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|
2025
Q2 | $358K | Buy |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $404K | Buy |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $355K | Buy |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q3 | $195K | Sell |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $300K | Buy |
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|
2021
Q4 | $333K | Hold |
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|
2021
Q3 | $288K | Buy |
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|
2021
Q2 | $248K | Sell |
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|
2021
Q1 | $195K | Buy |
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|
2020
Q4 | $200K | Hold |
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|
2020
Q3 | $163K | Sell |
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|
2020
Q2 | $187K | Buy |
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|
2020
Q1 | $105K | Buy |
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|
2019
Q4 | $117K | Hold |
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|
2019
Q3 | $117K | Hold |
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|
2019
Q2 | $113K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $107K | Buy |
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|
2018
Q2 | $99K | Buy |
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|
2018
Q1 | $49K | Buy |
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|
2017
Q4 | $46K | Buy |
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|
2017
Q3 | $39K | Buy |
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|
2017
Q2 | $46K | Buy |
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|
2017
Q1 | $41K | Sell |
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|
2016
Q4 | $41K | Buy |
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