Coldstream Capital Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
1,418
-633
| -31% | -$164K | 0.01% | 786 |
|
|
2025
Q1 | $500K | Buy |
2,051
+330
| +19% | +$80.4K | 0.01% | 597 |
|
|
2024
Q4 | $439K | Sell |
1,721
-144
| -8% | -$36.7K | 0.01% | 659 |
|
|
2024
Q3 | $540K | Buy |
1,865
+728
| +64% | +$211K | 0.01% | 581 |
|
|
2024
Q2 | $276K | Sell |
1,137
-376
| -25% | -$91.2K | 0.01% | 790 |
|
|
2024
Q1 | $405K | Buy |
1,513
+61
| +4% | +$16.3K | 0.01% | 639 |
|
|
2023
Q4 | $359K | Buy |
+1,452
| New | +$359K | 0.01% | 639 |
|
|
2023
Q3 | – | Sell |
-1,185
| Closed | -$279K | – | 812 |
|
|
2023
Q2 | $279K | Sell |
1,185
-100
| -8% | -$23.5K | 0.01% | 656 |
|
|
2023
Q1 | $261K | Sell |
1,285
-2
| -0.2% | -$406 | 0.01% | 668 |
|
|
2022
Q4 | $250K | Buy |
+1,287
| New | +$250K | 0.01% | 686 |
|
|
2022
Q2 | – | Sell |
-995
| Closed | -$236K | – | 791 |
|
|
2022
Q1 | $236K | Sell |
995
-73
| -7% | -$17.3K | 0.01% | 677 |
|
|
2021
Q4 | $313K | Buy |
+1,068
| New | +$313K | 0.01% | 595 |
|