Eagle Ridge Investment Management’s Equifax EFX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$702K	Hold	2,753	–	–	0.06%	85
2024 Q3	$809K	Hold	2,753	–	–	0.07%	78
2024 Q2	$667K	Hold	2,753	–	–	0.06%	87
2024 Q1	$736K	Sell	2,753 -75	-3%	-$20.1K	0.07%	82
2023 Q4	$699K	Hold	2,828	–	–	0.07%	86
2023 Q3	$518K	Hold	2,828	–	–	0.06%	93
2023 Q2	$665K	Hold	2,828	–	–	0.07%	88
2023 Q1	$574K	Hold	2,828	–	–	0.06%	95
2022 Q4	$550K	Hold	2,828	–	–	0.06%	96
2022 Q3	$485K	Hold	2,828	–	–	0.06%	98
2022 Q2	$517K	Hold	2,828	–	–	0.06%	96
2022 Q1	$671K	Sell	2,828 -100	-3%	-$23.7K	0.07%	90
2021 Q4	$857K	Hold	2,928	–	–	0.09%	85
2021 Q3	$742K	Hold	2,928	–	–	0.08%	86
2021 Q2	$701K	Hold	2,928	–	–	0.08%	84
2021 Q1	$530K	Hold	2,928	–	–	0.06%	91
2020 Q4	$565K	Hold	2,928	–	–	0.07%	92
2020 Q3	$459K	Hold	2,928	–	–	0.06%	100
2020 Q2	$503K	Hold	2,928	–	–	0.08%	85
2020 Q1	$350K	Hold	2,928	–	–	0.06%	94
2019 Q4	$410K	Hold	2,928	–	–	0.06%	107
2019 Q3	$412K	Hold	2,928	–	–	0.06%	107
2019 Q2	$396K	Sell	2,928 -300	-9%	-$40.6K	0.06%	112
2019 Q1	$383K	Hold	3,228	–	–	0.06%	114
2018 Q4	$301K	Hold	3,228	–	–	0.05%	124
2018 Q3	$421K	Sell	3,228 -1,928	-37%	-$251K	0.06%	118
2018 Q2	$645K	Hold	5,156	–	–	0.1%	95
2018 Q1	$607K	Sell	5,156 -200	-4%	-$23.5K	0.09%	96
2017 Q4	$632K	Sell	5,356 -500	-9%	-$59K	0.1%	100
2017 Q3	$621K	Buy	+5,856	New	+$621K	0.1%	102