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EnRich Financial Partners’s Equifax EFX Stock Holding History

EnRich Financial Partners’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
2025
Q1 		– Sell
-69
Closed -$17.6K – 101
2024
Q4 		$17.6K Hold
69
– – 0.01% 145
2024
Q3 		$20.3K Sell
69
-10
-13% -$2.82K 0.01% 137
2024
Q2 		$19.2K Hold
79
– – 0.01% 141
2024
Q1 		$21.1K Buy
+79
New +$20.1K 0.01% 125

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EnRich Financial Partners's EFX Position: Q1 2025 in Review

EnRich Financial Partners sold out of Equifax (EFX) in Q1 2025, closing a stake of 69 shares — an estimated $17.6K sold.

EnRich Financial Partners first reported a position in EFX in Q1 2024 and held it in 4 quarters. The position peaked at $21.1K in Q1 2024. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • EnRich Financial Partners reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 69 Equifax shares in Q1 2025, an estimated $17.6K.
  • EnRich Financial Partners first reported a position in Equifax in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Equifax position peaked at $21.1K in Q1 2024.
  • 813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.