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Dogwood Wealth Management’s Equifax EFX Stock Holding History

Dogwood Wealth Management’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7
Closed -$1.26K – 870
2026
Q1 		$1.26K Sell
7
-8
-53% -$1.59K ﹤0.01% 728
2025
Q4 		$3.25K Buy
15
+11
+275% +$2.41K ﹤0.01% 488
2025
Q3 		$1.03K Sell
4
-2
-33% -$503 ﹤0.01% 603
2025
Q2 		$1.58K Sell
6
-3
-33% -$763 ﹤0.01% 588
2025
Q1 		$2.19K Buy
+9
New +$2.26K ﹤0.01% 325
2024
Q4 		– Hold
0
– -$4 – 402
2024
Q3 		– Hold
0
– – – 356
2024
Q2 		– Hold
0
– – – 426
2024
Q1 		– Hold
0
– – – 420
2023
Q4 		– Hold
0
– – – 387

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