Steward Partners Investment Advisory, LLC Equifax Inc Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Equifax Inc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,585 shares of EFX stock, worth $385,868. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,585

Previous 1,427 11.07%

Holding current value

$385,868

Previous $418,000 3.59%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$245.03 - $293.5 $38,714 - $46,373	158 Added 11.07%	1,585 $403,000
Q3 2024 Nov 14, 2024	BUY	$236.42 - $307.13 $39,245 - $50,983	166 Added 13.16%	1,427 $418,000
Q2 2024 Aug 08, 2024	SELL	$216.2 - $262.74 $14,053 - $17,078	-65 Reduced 4.9%	1,261 $305,000
Q1 2024 May 15, 2024	BUY	$233.03 - $273.59 $21,438 - $25,170	92 Added 7.46%	1,326 $354,000
Q4 2023 Feb 12, 2024	BUY	$162.68 - $250.41 $4,229 - $6,510	26 Added 2.15%	1,234 $305,000
Q3 2023 Nov 13, 2023	BUY	$180.36 - $237.81 $3,607 - $4,756	20 Added 1.68%	1,208 $221,000
Q4 2022 Feb 15, 2023	BUY	$150.24 - $207.1 $7,512 - $10,355	50 Added 4.39%	1,188 $230,000
Q3 2022 Nov 10, 2022	SELL	$167.1 - $222.33 $1,838 - $2,445	-11 Reduced 0.96%	1,138 $195,000
Q2 2022 Aug 04, 2022	SELL	$170.35 - $234.5 $19,930 - $27,436	-117 Reduced 9.24%	1,149 $210,000
Q1 2022 May 02, 2022	BUY	$208.16 - $285.61 $26,644 - $36,558	128 Added 11.25%	1,266 $300,000
Q3 2021 Nov 12, 2021	BUY	$241.17 - $278.28 $24,599 - $28,384	102 Added 9.85%	1,138 $288,000
Q2 2021 Aug 13, 2021	SELL	$181.59 - $239.85 $6,900 - $9,114	-38 Reduced 3.54%	1,036 $248,000
Q1 2021 May 14, 2021	BUY	$161.88 - $189.88 $6,151 - $7,215	38 Added 3.67%	1,074 $194,000
Q3 2020 Oct 30, 2020	SELL	$151.94 - $176.64 $7,597 - $8,832	-50 Reduced 4.6%	1,036 $163,000
Q2 2020 Aug 06, 2020	BUY	$106.62 - $179.45 $21,324 - $35,890	200 Added 22.57%	1,086 $187,000
Q1 2020 Apr 29, 2020	BUY	$104.62 - $162.96 $5,231 - $8,148	50 Added 5.98%	886 $105,000
Q2 2019 Jul 25, 2019	BUY	$116.43 - $135.24 $97,335 - $113,060	836 New	836 $113,000
Q4 2018 Jan 15, 2019	SELL	$90.0 - $132.39 $73,890 - $108,692	-821 Closed	0 $0
Q3 2018 Oct 23, 2018	BUY	$123.25 - $138.06 $3,204 - $3,589	26 Added 3.27%	821 $107,000
Q2 2018 Jul 20, 2018	BUY	$111.26 - $128.03 $41,611 - $47,883	374 Added 88.84%	795 $99,000
Q1 2018 Apr 20, 2018	BUY	$111.5 - $127.49 $3,345 - $3,824	30 Added 7.67%	421 $49,000
Q4 2017 Jan 19, 2018	BUY	$107.2 - $119.78 $2,144 - $2,395	20 Added 5.39%	391 $46,000
Q3 2017 Nov 22, 2017	BUY	$92.98 - $146.26 $2,789 - $4,387	30 Added 8.8%	371 $39,000
Q2 2017 Nov 22, 2017	BUY	N/A	37 Added 12.17%	341 $46,000
Q1 2017 Nov 22, 2017	SELL	N/A	-46 Reduced 13.14%	304 $41,000
Q4 2016 Nov 22, 2017	BUY	N/A	350	350 $41,000

Others Institutions Holding EFX

# of Institutions

909

Shares Held

113M

Call Options Held

283K

Put Options Held

120K

View Full List

About EQUIFAX INC

Ticker EFX
Exchange NYSE
Sector Industrials
Industry Consulting Services
Shares Outstandng 122,443,000
Market Cap $29.8B
Description
Equifax Inc. provides information solutions and human resources business process automation outsourcing services for businesses, governments, and consumers. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers employment, income, criminal hi...

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Steward Partners Investment Advisory, LLC Equifax Inc Transaction History