Concord Wealth Partners’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 | $4.1K | Hold |
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|
2025
Q2 | $4.15K | Hold |
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|
2025
Q1 | $3.9K | Hold |
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|
2024
Q4 | $4.08K | Hold |
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|
2024
Q3 | $4.7K | Hold |
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|
2024
Q2 | $3.88K | Hold |
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|
2024
Q1 | $4.28K | Sell |
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|
2023
Q4 | $196K | Buy |
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|
2023
Q3 | $134K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $29.8K | Hold |
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|
2022
Q4 | $28.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $43K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1K | Buy |
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