Dynasty Wealth Management’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
4,370
-372
-8% -$96.5K 0.02% 124
2025
Q1
$1.15M Buy
4,742
+119
+3% +$29K 0.02% 134
2024
Q4
$1.18M Sell
4,623
-6
-0.1% -$1.53K 0.02% 131
2024
Q3
$1.36M Sell
4,629
-1,024
-18% -$301K 0.04% 107
2024
Q2
$1.37M Sell
5,653
-113
-2% -$27.4K 0.04% 104
2024
Q1
$1.54M Buy
+5,766
New +$1.54M 0.05% 84