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Congress Wealth Management’s Equifax EFX Stock Holding History

Congress Wealth Management’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$587K Buy
2,264
+26
+1% +$6.74K 0.01% 869
2025
Q1 		$545K Buy
2,238
+238
+12% +$58K 0.01% 793
2024
Q4 		$510K Buy
+2,000
New +$510K 0.01% 635