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Clearstead Trust’s Equifax EFX Stock Holding History

Clearstead Trust’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$204K Sell
786
-71
-8% -$18.4K 0.04% 174
2025
Q1 		$209K Buy
857
+131
+18% +$31.9K 0.05% 148
2024
Q4 		$185K Buy
+726
New +$185K 0.04% 156