Cary Street Partners 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 | $106K | Buy |
407
+28
| +7% | +$7.26K | 0.05% | 320 |
|
|
2025
Q1 | $92.3K | Buy |
379
+74
| +24% | +$18K | 0.05% | 304 |
|
|
2024
Q4 | $77.7K | Sell |
305
-8,592
| -97% | -$2.19M | 0.05% | 282 |
|
|
2024
Q3 | $2.61M | Sell |
8,897
-475
| -5% | -$140K | 0.1% | 231 |
|
|
2024
Q2 | $2.27M | Sell |
9,372
-232
| -2% | -$56.3K | 0.09% | 230 |
|
|
2024
Q1 | $2.57M | Buy |
9,604
+9
| +0.1% | +$2.41K | 0.11% | 210 |
|
|
2023
Q4 | $2.37M | Buy |
9,595
+227
| +2% | +$56.1K | 0.11% | 204 |
|
|
2023
Q3 | $1.72M | Sell |
9,368
-205
| -2% | -$37.6K | 0.09% | 233 |
|
|
2023
Q2 | $2.25M | Buy |
9,573
+71
| +0.7% | +$16.7K | 0.14% | 168 |
|
|
2023
Q1 | $1.93M | Hold |
9,502
| – | – | 0.14% | 173 |
|
|
2022
Q4 | $1.85M | Hold |
9,502
| – | – | 0.14% | 175 |
|
|
2022
Q3 | $1.63M | Buy |
9,502
+413
| +5% | +$70.8K | 0.13% | 174 |
|
|
2022
Q2 | $1.66M | Buy |
+9,089
| New | +$1.66M | 0.14% | 165 |
|