Caldwell Trust’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7K | Hold |
126
|
|
||||
|
2025
Q1 | $30.7K | Hold |
126
|
|
||||
|
2024
Q4 | $32.1K | Hold |
126
|
|
||||
|
2024
Q3 | $37K | Hold |
126
|
|
||||
|
2024
Q2 | $30.6K | Hold |
126
|
|
||||
|
2024
Q1 | $33.7K | Hold |
126
|
|
||||
|
2023
Q4 | $31.2K | Hold |
126
|
|
||||
|
2023
Q3 | $23.1K | Hold |
126
|
|
||||
|
2023
Q2 | $29.6K | Hold |
126
|
|
||||
|
2023
Q1 | $25.6K | Hold |
126
|
|
||||
|
2022
Q4 | $24.5K | Sell |
126
-480
|
|
||||
|
2022
Q3 | $104K | Hold |
606
|
|
||||
|
2022
Q2 | $111K | Hold |
606
|
|
||||
|
2022
Q1 | $144K | Hold |
606
|
|
||||
|
2021
Q4 | $177K | Hold |
606
|
|
||||
|
2021
Q3 | $154K | Hold |
606
|
|
||||
|
2021
Q2 | $145K | Hold |
606
|
|
||||
|
2021
Q1 | $110K | Hold |
606
|
|
||||
|
2020
Q4 | $117K | Hold |
606
|
|
||||
|
2020
Q3 | $95.1K | Hold |
606
|
|
||||
|
2020
Q2 | $104K | Hold |
606
|
|
||||
|
2020
Q1 | $72.4K | Hold |
606
|
|
||||
|
2019
Q4 | $84.9K | Buy |
+606
|
|