Transamerica Financial Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$1K | – | 609 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 426 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 470 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 457 |
|
|
2023
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 429 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$1K | – | 636 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 474 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 440 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 451 |
|
|
2021
Q2 | – | Sell |
-7
| Closed | -$2K | – | 217 |
|
|
2021
Q1 | $2K | Sell |
7
-1
| -13% | -$286 | 0.05% | 75 |
|
|
2020
Q4 | $2K | Hold |
8
| – | – | 0.04% | 75 |
|
|
2020
Q3 | $2K | Buy |
+8
| New | +$2K | 0.04% | 80 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | -$1K | – | 524 |
|
|
2020
Q1 | $1K | Hold |
8
| – | – | 0.02% | 77 |
|
|
2019
Q4 | $2K | Hold |
8
| – | – | 0.03% | 58 |
|
|
2019
Q3 | $2K | Buy |
8
+7
| +700% | +$1.75K | 0.03% | 58 |
|
|
2019
Q2 | $1K | Sell |
1
-9
| -90% | -$9K | ﹤0.01% | 435 |
|
|
2019
Q1 | $2K | Buy |
10
+1
| +11% | +$200 | 0.01% | 55 |
|
|
2018
Q4 | $1K | Sell |
9
-2,801
| -100% | -$311K | ﹤0.01% | 402 |
|
|
2018
Q3 | $367K | Sell |
2,810
-86
| -3% | -$11.2K | 0.08% | 150 |
|
|
2018
Q2 | $363K | Buy |
2,896
+2,887
| +32,078% | +$362K | 0.08% | 143 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 354 |
|
|
2017
Q4 | $2K | Buy |
9
+2
| +29% | +$444 | ﹤0.01% | 302 |
|
|
2017
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 338 |
|
|
2017
Q2 | $1K | Sell |
7
-1
| -13% | -$143 | ﹤0.01% | 308 |
|
|
2017
Q1 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 307 |
|
|
2016
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 340 |
|
|
2016
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 349 |
|
|
2016
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 313 |
|
|
2016
Q1 | $1K | Buy |
7
+6
| +600% | +$857 | ﹤0.01% | 688 |
|
|
2015
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 739 |
|
|
2015
Q3 | $1K | Sell |
1
-1
| -50% | -$1K | ﹤0.01% | 740 |
|
|
2015
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 794 |
|
|
2015
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 795 |
|
|
2014
Q4 | $1K | Buy |
2
+1
| +100% | +$500 | ﹤0.01% | 642 |
|
|
2014
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 600 |
|
|
2014
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 608 |
|
|
2014
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 576 |
|
|
2013
Q4 | $1K | Sell |
1
-2
| -67% | -$2K | ﹤0.01% | 563 |
|
|
2013
Q3 | $1K | Sell |
3
-748
| -100% | -$249K | ﹤0.01% | 564 |
|
|
2013
Q2 | $45K | Buy |
+751
| New | +$45K | 0.01% | 287 |
|