Cape Investment Advisory’s Equifax EFX Stock Holding History

Cape Investment Advisory’s Portfolio EFX Stock Details EFX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$57.3K	Buy
2025 Q1	$52.1K	Hold
2024 Q4	$54.5K	Hold
2024 Q3	$62.9K	Buy
2024 Q2	$48.5K	Hold
2024 Q1	$53.5K	Sell
2023 Q4	$52.4K	Buy
2023 Q3	$36.6K	Hold
2023 Q2	$47.1K	Hold
2023 Q1	$40.6K	Buy