Cyndeo Wealth Partners’s Equifax EFX Stock Holding History

Cyndeo Wealth Partners’s Portfolio EFX Stock Details EFX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$630K	Sell
2025 Q2	$645K	Sell
2025 Q1	$610K	Buy
2024 Q4	$632K	Buy
2024 Q3	$729K	Sell
2024 Q2	$603K	Sell
2024 Q1	$670K	Buy
2023 Q4	$618K	Buy
2023 Q3	$453K	Hold
2023 Q2	$582K	Buy