Coldstream Capital Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $393K | Buy |
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|
2025
Q2 | $368K | Sell |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q4 | $439K | Sell |
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|
2024
Q3 | $540K | Buy |
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $405K | Buy |
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|
2023
Q4 | $359K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $313K | Buy |
|