Valeo Financial Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
1,276
+39
| +3% | +$10.1K | 0.01% | 546 |
|
|
2025
Q1 | $301K | Buy |
1,237
+3
| +0.2% | +$731 | 0.01% | 530 |
|
|
2024
Q4 | $314K | Buy |
1,234
+1
| +0.1% | +$255 | 0.01% | 516 |
|
|
2024
Q3 | $362K | Buy |
1,233
+7
| +0.6% | +$2.06K | 0.01% | 486 |
|
|
2024
Q2 | $297K | Buy |
1,226
+4
| +0.3% | +$970 | 0.01% | 518 |
|
|
2024
Q1 | $276K | Buy |
1,222
+36
| +3% | +$8.13K | 0.01% | 532 |
|
|
2023
Q4 | $293K | Buy |
+1,186
| New | +$293K | 0.01% | 494 |
|
|
2023
Q3 | – | Sell |
-896
| Closed | -$211K | – | 625 |
|
|
2023
Q2 | $211K | Buy |
+896
| New | +$211K | 0.01% | 532 |
|
|
2021
Q2 | – | Sell |
-230
| Closed | -$42K | – | 803 |
|
|
2021
Q1 | $42K | Hold |
230
| – | – | ﹤0.01% | 894 |
|
|
2020
Q4 | $44K | Sell |
230
-500
| -68% | -$95.7K | ﹤0.01% | 799 |
|
|
2020
Q3 | $115K | Sell |
730
-13
| -2% | -$2.05K | 0.01% | 432 |
|
|
2020
Q2 | $128K | Buy |
743
+13
| +2% | +$2.24K | 0.01% | 412 |
|
|
2020
Q1 | $91K | Sell |
730
-70
| -9% | -$8.73K | 0.01% | 438 |
|
|
2019
Q4 | $112K | Sell |
800
-300
| -27% | -$42K | 0.01% | 438 |
|
|
2019
Q3 | $155K | Sell |
1,100
-230
| -17% | -$32.4K | 0.02% | 341 |
|
|
2019
Q2 | $180K | Buy |
1,330
+266
| +25% | +$36K | 0.02% | 305 |
|
|
2019
Q1 | $126K | Sell |
1,064
-166
| -13% | -$19.7K | 0.02% | 365 |
|
|
2018
Q4 | $115K | Hold |
1,230
| – | – | 0.02% | 351 |
|
|
2018
Q3 | $125K | Hold |
1,230
| – | – | 0.02% | 350 |
|
|
2018
Q2 | $158K | Sell |
1,230
-25
| -2% | -$3.21K | 0.02% | 315 |
|
|
2018
Q1 | $148K | Hold |
1,255
| – | – | 0.02% | 291 |
|
|
2017
Q4 | $148K | Buy |
1,255
+25
| +2% | +$2.95K | 0.02% | 281 |
|
|
2017
Q3 | $130K | Buy |
+1,230
| New | +$130K | 0.03% | 254 |
|