Cape Investment Advisory’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.3K | Buy |
221
+7
| +3% | +$1.82K | 0.02% | 354 |
|
|
2025
Q1 | $52.1K | Hold |
214
| – | – | 0.02% | 332 |
|
|
2024
Q4 | $54.5K | Hold |
214
| – | – | 0.02% | 321 |
|
|
2024
Q3 | $62.9K | Buy |
214
+14
| +7% | +$4.11K | 0.03% | 295 |
|
|
2024
Q2 | $48.5K | Hold |
200
| – | – | 0.02% | 299 |
|
|
2024
Q1 | $53.5K | Sell |
200
-12
| -6% | -$3.21K | 0.03% | 300 |
|
|
2023
Q4 | $52.4K | Buy |
212
+12
| +6% | +$2.97K | 0.03% | 340 |
|
|
2023
Q3 | $36.6K | Hold |
200
| – | – | 0.02% | 340 |
|
|
2023
Q2 | $47.1K | Hold |
200
| – | – | 0.03% | 293 |
|
|
2023
Q1 | $40.6K | Buy |
+200
| New | +$40.6K | 0.02% | 300 |
|