Diversified Trust’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+801
| New | +$208K | ﹤0.01% | 865 |
|
|
2025
Q1 | – | Sell |
-801
| Closed | -$204K | – | 959 |
|
|
2024
Q4 | $204K | Buy |
801
+14
| +2% | +$3.57K | 0.01% | 849 |
|
|
2024
Q3 | $231K | Buy |
+787
| New | +$231K | 0.01% | 806 |
|
|
2024
Q2 | – | Sell |
-1,938
| Closed | -$518K | – | 898 |
|
|
2024
Q1 | $518K | Sell |
1,938
-2
| -0.1% | -$535 | 0.02% | 502 |
|
|
2023
Q4 | $480K | Buy |
1,940
+97
| +5% | +$24K | 0.02% | 516 |
|
|
2023
Q3 | $338K | Sell |
1,843
-7
| -0.4% | -$1.28K | 0.01% | 579 |
|
|
2023
Q2 | $435K | Buy |
1,850
+17
| +0.9% | +$4K | 0.02% | 510 |
|
|
2023
Q1 | $372K | Buy |
1,833
+593
| +48% | +$120K | 0.01% | 557 |
|
|
2022
Q4 | $241K | Buy |
1,240
+5
| +0.4% | +$972 | 0.01% | 667 |
|
|
2022
Q3 | $212K | Buy |
+1,235
| New | +$212K | 0.01% | 676 |
|