Wealth Alliance’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
1,199
+39
| +3% | +$10.1K | 0.03% | 396 |
|
|
2025
Q1 | $283K | Buy |
1,160
+14
| +1% | +$3.41K | 0.03% | 404 |
|
|
2024
Q4 | $292K | Buy |
1,146
+18
| +2% | +$4.59K | 0.03% | 393 |
|
|
2024
Q3 | $331K | Buy |
1,128
+30
| +3% | +$8.82K | 0.04% | 375 |
|
|
2024
Q2 | $266K | Buy |
1,098
+3
| +0.3% | +$727 | 0.03% | 421 |
|
|
2024
Q1 | $293K | Sell |
1,095
-17
| -2% | -$4.55K | 0.04% | 409 |
|
|
2023
Q4 | $275K | Buy |
1,112
+5
| +0.5% | +$1.24K | 0.04% | 405 |
|
|
2023
Q3 | $203K | Sell |
1,107
-166
| -13% | -$30.4K | 0.03% | 462 |
|
|
2023
Q2 | $300K | Buy |
1,273
+9
| +0.7% | +$2.12K | 0.04% | 381 |
|
|
2023
Q1 | $256K | Buy |
1,264
+17
| +1% | +$3.45K | 0.04% | 410 |
|
|
2022
Q4 | $242K | Buy |
1,247
+67
| +6% | +$13K | 0.04% | 411 |
|
|
2022
Q3 | $202K | Buy |
+1,180
| New | +$202K | 0.04% | 421 |
|
|
2022
Q2 | – | Sell |
-1,273
| Closed | -$302K | – | 458 |
|
|
2022
Q1 | $302K | Buy |
1,273
+182
| +17% | +$43.2K | 0.06% | 325 |
|
|
2021
Q4 | $319K | Buy |
1,091
+215
| +25% | +$62.9K | 0.06% | 313 |
|
|
2021
Q3 | $222K | Sell |
876
-14
| -2% | -$3.55K | 0.05% | 382 |
|
|
2021
Q2 | $213K | Buy |
+890
| New | +$213K | 0.05% | 398 |
|
|
2021
Q1 | – | Sell |
-1,104
| Closed | -$213K | – | 394 |
|
|
2020
Q4 | $213K | Buy |
+1,104
| New | +$213K | 0.06% | 355 |
|