WBI Investments’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
+1,971
| New | +$511K | 0.13% | 178 |
|
|
2024
Q4 | – | Sell |
-2,592
| Closed | -$762K | – | 230 |
|
|
2024
Q3 | $762K | Buy |
+2,592
| New | +$762K | 0.18% | 131 |
|
|
2017
Q3 | – | Sell |
-12,225
| Closed | -$1.68M | – | 313 |
|
|
2017
Q2 | $1.68M | Buy |
+12,225
| New | +$1.68M | 0.07% | 176 |
|
|
2016
Q4 | – | Sell |
-20,723
| Closed | -$2.79M | – | 309 |
|
|
2016
Q3 | $2.79M | Sell |
20,723
-2,952
| -12% | -$397K | 0.11% | 126 |
|
|
2016
Q2 | $3.04M | Buy |
+23,675
| New | +$3.04M | 0.11% | 97 |
|
|
2016
Q1 | – | Sell |
-65,085
| Closed | -$7.25M | – | 153 |
|
|
2015
Q4 | $7.25M | Buy |
+65,085
| New | +$7.25M | 0.21% | 86 |
|
|
2015
Q3 | – | Sell |
-65,174
| Closed | -$6.33M | – | 180 |
|
|
2015
Q2 | $6.33M | Buy |
+65,174
| New | +$6.33M | 0.16% | 111 |
|