Cornerstone Planning Group’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6K Buy
25
+9
+56% +$2.16K ﹤0.01% 681
2025
Q1
$3.99K Buy
16
+6
+60% +$1.5K ﹤0.01% 795
2024
Q4
$2.75K Sell
10
-2
-17% -$550 ﹤0.01% 708
2024
Q3
$3.22K Buy
12
+2
+20% +$537 ﹤0.01% 665
2024
Q2
$2.79K Buy
10
+8
+400% +$2.23K ﹤0.01% 699
2024
Q1
$455 Hold
2
﹤0.01% 957
2023
Q4
$495 Hold
2
﹤0.01% 778
2023
Q3
$366 Buy
+2
New +$366 ﹤0.01% 946
2022
Q4
$14.4K Buy
+66
New +$14.4K 0.01% 533