Ballentine Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Sell |
2,307
-135
| -6% | -$35K | 0.01% | 433 |
|
|
2025
Q1 | $595K | Buy |
2,442
+1,050
| +75% | +$256K | 0.01% | 398 |
|
|
2024
Q4 | $355K | Buy |
1,392
+122
| +10% | +$31.1K | 0.01% | 534 |
|
|
2024
Q3 | $373K | Buy |
1,270
+93
| +8% | +$27.3K | 0.01% | 509 |
|
|
2024
Q2 | $285K | Buy |
1,177
+139
| +13% | +$33.7K | 0.01% | 579 |
|
|
2024
Q1 | $278K | Buy |
1,038
+50
| +5% | +$13.4K | 0.01% | 560 |
|
|
2023
Q4 | $244K | Buy |
+988
| New | +$244K | 0.01% | 570 |
|