Corient Private Wealth’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Sell |
22,640
-519
| -2% | -$133K | 0.01% | 719 |
|
|
2025
Q1 | $5.64M | Buy |
23,159
+2,540
| +12% | +$619K | 0.01% | 654 |
|
|
2024
Q4 | $5.26M | Sell |
20,619
-165
| -0.8% | -$42.1K | 0.01% | 679 |
|
|
2024
Q3 | $6.11M | Sell |
20,784
-298
| -1% | -$87.6K | 0.01% | 673 |
|
|
2024
Q2 | $5.11M | Sell |
21,082
-1,524
| -7% | -$370K | 0.01% | 705 |
|
|
2024
Q1 | $6.05M | Buy |
22,606
+412
| +2% | +$110K | 0.01% | 665 |
|
|
2023
Q4 | $5.49M | Buy |
22,194
+1,593
| +8% | +$394K | 0.01% | 678 |
|
|
2023
Q3 | $3.77M | Buy |
20,601
+3,200
| +18% | +$586K | 0.01% | 704 |
|
|
2023
Q2 | $4.09M | Buy |
17,401
+237
| +1% | +$55.8K | 0.01% | 685 |
|
|
2023
Q1 | $3.48M | Buy |
17,164
+2,193
| +15% | +$445K | 0.01% | 688 |
|
|
2022
Q4 | $2.91M | Buy |
+14,971
| New | +$2.91M | 0.01% | 617 |
|