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Concurrent Investment Advisors’s Equifax EFX Stock Holding History

Concurrent Investment Advisors’s Portfolio EFX Stock Details EFX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$363K Buy
1,401
+73
+5% +$18.9K 0.01% 967
2025
Q1 		$323K Buy
1,328
+529
+66% +$129K 0.01% 886
2024
Q4 		$204K Buy
799
+46
+6% +$11.7K 0.01% 976
2024
Q3 		$221K Buy
+753
New +$221K 0.01% 891