Cary Street Partners Investment Advisory’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$106K Buy
2025
Q1
$92.3K Buy
2024
Q4
$77.7K Sell
2024
Q3
$2.61M Sell
2024
Q2
$2.27M Sell
2024
Q1
$2.57M Buy
2023
Q4
$2.37M Buy
2023
Q3
$1.72M Sell
2023
Q2
$2.25M Buy
2023
Q1
$1.93M Hold
2022
Q4
$1.85M Hold
2022
Q3
$1.63M Buy
2022
Q2
$1.66M Buy