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 |
|