Corient Private Wealth’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 | $5.13M | Sell |
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|
2025
Q2 | $5.85M | Sell |
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|
2025
Q1 | $5.64M | Buy |
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|
2024
Q4 | $5.26M | Sell |
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|
2024
Q3 | $6.11M | Sell |
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|
2024
Q2 | $5.11M | Sell |
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|
2024
Q1 | $6.05M | Buy |
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|
2023
Q4 | $5.49M | Buy |
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|
2023
Q3 | $3.77M | Buy |
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|
2023
Q2 | $4.09M | Buy |
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|
2023
Q1 | $3.48M | Buy |
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|
2022
Q4 | $2.91M | Buy |
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