TD Private Client Wealth’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.67M | Sell |
10,280
-392
| -4% | -$102K | 0.07% | 201 |
|
2025
Q1 | $2.6M | Sell |
10,672
-80
| -0.7% | -$19.5K | 0.07% | 191 |
|
2024
Q4 | $2.74M | Sell |
10,752
-139
| -1% | -$35.4K | 0.08% | 178 |
|
2024
Q3 | $3.2M | Sell |
10,891
-47
| -0.4% | -$13.8K | 0.09% | 167 |
|
2024
Q2 | $2.65M | Sell |
10,938
-434
| -4% | -$105K | 0.08% | 183 |
|
2024
Q1 | $3.04M | Sell |
11,372
-19
| -0.2% | -$5.08K | 0.1% | 157 |
|
2023
Q4 | $2.82M | Sell |
11,391
-569
| -5% | -$141K | 0.1% | 169 |
|
2023
Q3 | $2.19M | Sell |
11,960
-861
| -7% | -$158K | 0.09% | 190 |
|
2023
Q2 | $3.02M | Sell |
12,821
-6,058
| -32% | -$1.43M | 0.13% | 160 |
|
2023
Q1 | $3.83M | Sell |
18,879
-3,088
| -14% | -$626K | 0.17% | 133 |
|
2022
Q4 | $4.27M | Sell |
21,967
-12,110
| -36% | -$2.35M | 0.2% | 112 |
|
2022
Q3 | $5.84M | Buy |
34,077
+70
| +0.2% | +$12K | 0.3% | 69 |
|
2022
Q2 | $6.22M | Sell |
34,007
-1,041
| -3% | -$190K | 0.3% | 69 |
|
2022
Q1 | $8.31M | Buy |
35,048
+14,862
| +74% | +$3.52M | 0.35% | 57 |
|
2021
Q4 | $5.91M | Buy |
20,186
+5,991
| +42% | +$1.75M | 0.25% | 92 |
|
2021
Q3 | $3.6M | Sell |
14,195
-493
| -3% | -$125K | 0.15% | 143 |
|
2021
Q2 | $3.52M | Buy |
14,688
+110
| +0.8% | +$26.3K | 0.15% | 153 |
|
2021
Q1 | $2.64M | Buy |
14,578
+1,770
| +14% | +$321K | 0.12% | 179 |
|
2020
Q4 | $2.47M | Sell |
12,808
-126
| -1% | -$24.3K | 0.13% | 178 |
|
2020
Q3 | $2.03M | Buy |
12,934
+4,291
| +50% | +$673K | 0.11% | 189 |
|
2020
Q2 | $1.49M | Buy |
8,643
+1,029
| +14% | +$177K | 0.09% | 222 |
|
2020
Q1 | $909K | Buy |
7,614
+7,259
| +2,045% | +$867K | 0.07% | 241 |
|
2019
Q4 | $49.7K | Buy |
+355
| New | +$49.7K | ﹤0.01% | 607 |
|