Concord Wealth Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15K | Hold |
16
| – | – | ﹤0.01% | 652 |
|
|
2025
Q1 | $3.9K | Hold |
16
| – | – | ﹤0.01% | 618 |
|
|
2024
Q4 | $4.08K | Hold |
16
| – | – | ﹤0.01% | 628 |
|
|
2024
Q3 | $4.7K | Hold |
16
| – | – | ﹤0.01% | 645 |
|
|
2024
Q2 | $3.88K | Hold |
16
| – | – | ﹤0.01% | 600 |
|
|
2024
Q1 | $4.28K | Sell |
16
-777
| -98% | -$208K | ﹤0.01% | 675 |
|
|
2023
Q4 | $196K | Buy |
793
+64
| +9% | +$15.8K | 0.04% | 196 |
|
|
2023
Q3 | $134K | Buy |
+729
| New | +$134K | 0.03% | 247 |
|
|
2023
Q2 | – | Sell |
-147
| Closed | -$29.8K | – | 1045 |
|
|
2023
Q1 | $29.8K | Hold |
147
| – | – | 0.01% | 427 |
|
|
2022
Q4 | $28.6K | Buy |
+147
| New | +$28.6K | 0.01% | 475 |
|
|
2022
Q3 | – | Sell |
-147
| Closed | -$27K | – | 422 |
|
|
2022
Q2 | $27K | Hold |
147
| – | – | 0.01% | 478 |
|
|
2022
Q1 | $35K | Hold |
147
| – | – | 0.01% | 496 |
|
|
2021
Q4 | $43K | Buy |
+147
| New | +$43K | 0.01% | 477 |
|
|
2021
Q2 | – | Sell |
-3
| Closed | -$1K | – | 1063 |
|
|
2021
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 901 |
|