American Trust’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+832
| New | +$216K | 0.02% | 270 |
|
|
2025
Q1 | – | Sell |
-874
| Closed | -$223K | – | 168 |
|
|
2024
Q4 | $223K | Sell |
874
-51
| -6% | -$13K | 0.02% | 284 |
|
|
2024
Q3 | $272K | Sell |
925
-77
| -8% | -$22.6K | 0.02% | 198 |
|
|
2024
Q2 | $243K | Sell |
1,002
-86
| -8% | -$20.9K | 0.02% | 200 |
|
|
2024
Q1 | $291K | Sell |
1,088
-39
| -3% | -$10.4K | 0.02% | 205 |
|
|
2023
Q4 | $279K | Sell |
1,127
-15
| -1% | -$3.71K | 0.02% | 219 |
|
|
2023
Q3 | $209K | Sell |
1,142
-132
| -10% | -$24.2K | 0.02% | 263 |
|
|
2023
Q2 | $300K | Sell |
1,274
-10
| -0.8% | -$2.35K | 0.02% | 309 |
|
|
2023
Q1 | $260K | Buy |
1,284
+171
| +15% | +$34.7K | 0.02% | 345 |
|
|
2022
Q4 | $216K | Buy |
+1,113
| New | +$216K | 0.02% | 392 |
|