Detalus Advisors’s Equifax EFX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.26M	Sell	28,000 -500	-2%	-$130K	2.1%	8
2025 Q1	$6.94M	Hold	28,500	–	–	2.18%	8
2024 Q4	$7.26M	Hold	28,500	–	–	2.39%	8
2024 Q3	$8.38M	Sell	28,500 -409	-1%	-$120K	2.78%	8
2024 Q2	$7.01M	Hold	28,909	–	–	2.4%	8
2024 Q1	$7.73M	Hold	28,909	–	–	2.76%	8
2023 Q4	$7.15M	Sell	28,909 -91	-0.3%	-$22.5K	2.86%	8
2023 Q3	$5.31M	Hold	29,000	–	–	2.49%	7
2023 Q2	$6.82M	Hold	29,000	–	–	3.06%	6
2023 Q1	$5.88M	Hold	29,000	–	–	2.81%	6
2022 Q4	$5.64M	Sell	29,000 -600	-2%	-$117K	2.75%	7
2022 Q3	$5.07M	Sell	29,600 -400	-1%	-$68.6K	3.04%	4
2022 Q2	$5.48M	Hold	30,000	–	–	3.22%	11
2022 Q1	$7.11M	Hold	30,000	–	–	3.75%	8
2021 Q4	$8.78M	Hold	30,000	–	–	4.21%	6
2021 Q3	$7.6M	Hold	30,000	–	–	3.86%	6
2021 Q2	$7.19M	Hold	30,000	–	–	3.83%	6
2021 Q1	$5.43M	Hold	30,000	–	–	3.2%	10
2020 Q4	$5.79M	Hold	30,000	–	–	3.64%	8
2020 Q3	$4.71M	Hold	30,000	–	–	3.44%	11
2020 Q2	$5.16M	Hold	30,000	–	–	3.99%	6
2020 Q1	$3.58M	Hold	30,000	–	–	3.3%	8
2019 Q4	$4.2M	Buy	+30,000	New	+$4.2M	3.07%	9