Cyndeo Wealth Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Sell |
2,485
-19
| -0.8% | -$4.93K | 0.04% | 277 |
|
|
2025
Q1 | $610K | Buy |
2,504
+23
| +0.9% | +$5.6K | 0.04% | 272 |
|
|
2024
Q4 | $632K | Buy |
2,481
+1
| +0% | +$255 | 0.04% | 264 |
|
|
2024
Q3 | $729K | Sell |
2,480
-6
| -0.2% | -$1.76K | 0.05% | 254 |
|
|
2024
Q2 | $603K | Sell |
2,486
-20
| -0.8% | -$4.85K | 0.05% | 258 |
|
|
2024
Q1 | $670K | Buy |
2,506
+8
| +0.3% | +$2.14K | 0.06% | 232 |
|
|
2023
Q4 | $618K | Buy |
2,498
+26
| +1% | +$6.43K | 0.06% | 225 |
|
|
2023
Q3 | $453K | Hold |
2,472
| – | – | 0.05% | 233 |
|
|
2023
Q2 | $582K | Buy |
+2,472
| New | +$582K | 0.06% | 203 |
|