Steward Partners Investment Advisory’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
1,380
+11
| +0.8% | +$2.85K | ﹤0.01% | 1465 |
|
|
2025
Q1 | $333K | Sell |
1,369
-216
| -14% | -$52.6K | ﹤0.01% | 1391 |
|
|
2024
Q4 | $404K | Buy |
1,585
+158
| +11% | +$40.3K | ﹤0.01% | 1262 |
|
|
2024
Q3 | $419K | Buy |
1,427
+166
| +13% | +$48.8K | ﹤0.01% | 1182 |
|
|
2024
Q2 | $306K | Sell |
1,261
-65
| -5% | -$15.8K | ﹤0.01% | 1270 |
|
|
2024
Q1 | $355K | Buy |
1,326
+92
| +7% | +$24.6K | ﹤0.01% | 1189 |
|
|
2023
Q4 | $305K | Buy |
1,234
+26
| +2% | +$6.43K | ﹤0.01% | 1209 |
|
|
2023
Q3 | $221K | Buy |
1,208
+20
| +2% | +$3.66K | ﹤0.01% | 1243 |
|
|
2023
Q2 | $280K | Hold |
1,188
| – | – | ﹤0.01% | 1150 |
|
|
2023
Q1 | $241K | Hold |
1,188
| – | – | ﹤0.01% | 1202 |
|
|
2022
Q4 | $231K | Buy |
1,188
+50
| +4% | +$9.72K | ﹤0.01% | 1179 |
|
|
2022
Q3 | $195K | Sell |
1,138
-11
| -1% | -$1.89K | ﹤0.01% | 1211 |
|
|
2022
Q2 | $210K | Sell |
1,149
-117
| -9% | -$21.4K | ﹤0.01% | 1192 |
|
|
2022
Q1 | $300K | Buy |
1,266
+128
| +11% | +$30.3K | ﹤0.01% | 1138 |
|
|
2021
Q4 | $333K | Hold |
1,138
| – | – | 0.01% | 1093 |
|
|
2021
Q3 | $288K | Buy |
1,138
+102
| +10% | +$25.8K | 0.01% | 1118 |
|
|
2021
Q2 | $248K | Sell |
1,036
-38
| -4% | -$9.1K | ﹤0.01% | 1399 |
|
|
2021
Q1 | $195K | Buy |
1,074
+38
| +4% | +$6.88K | ﹤0.01% | 1319 |
|
|
2020
Q4 | $200K | Hold |
1,036
| – | – | ﹤0.01% | 1072 |
|
|
2020
Q3 | $163K | Sell |
1,036
-50
| -5% | -$7.87K | ﹤0.01% | 1023 |
|
|
2020
Q2 | $187K | Buy |
1,086
+200
| +23% | +$34.4K | 0.01% | 901 |
|
|
2020
Q1 | $105K | Buy |
886
+50
| +6% | +$5.93K | ﹤0.01% | 980 |
|
|
2019
Q4 | $117K | Hold |
836
| – | – | ﹤0.01% | 1067 |
|
|
2019
Q3 | $117K | Hold |
836
| – | – | ﹤0.01% | 1027 |
|
|
2019
Q2 | $113K | Buy |
+836
| New | +$113K | ﹤0.01% | 1006 |
|
|
2018
Q4 | – | Sell |
-821
| Closed | -$107K | – | 1130 |
|
|
2018
Q3 | $107K | Buy |
821
+26
| +3% | +$3.39K | 0.01% | 909 |
|
|
2018
Q2 | $99K | Buy |
795
+374
| +89% | +$46.6K | 0.01% | 854 |
|
|
2018
Q1 | $49K | Buy |
421
+30
| +8% | +$3.49K | ﹤0.01% | 1011 |
|
|
2017
Q4 | $46K | Buy |
391
+20
| +5% | +$2.35K | ﹤0.01% | 856 |
|
|
2017
Q3 | $39K | Buy |
371
+30
| +9% | +$3.15K | ﹤0.01% | 755 |
|
|
2017
Q2 | $46K | Buy |
341
+37
| +12% | +$4.99K | 0.01% | 640 |
|
|
2017
Q1 | $41K | Sell |
304
-46
| -13% | -$6.2K | 0.01% | 600 |
|
|
2016
Q4 | $41K | Buy |
+350
| New | +$41K | 0.02% | 347 |
|