Envestnet Portfolio Solutions’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
5,862
-469
| -7% | -$122K | 0.01% | 652 |
|
|
2025
Q1 | $1.54M | Sell |
6,331
-4,852
| -43% | -$1.18M | 0.01% | 668 |
|
|
2024
Q4 | $2.85M | Buy |
11,183
+611
| +6% | +$156K | 0.01% | 553 |
|
|
2024
Q3 | $3.11M | Sell |
10,572
-252
| -2% | -$74.1K | 0.01% | 520 |
|
|
2024
Q2 | $2.62M | Sell |
10,824
-3
| -0% | -$727 | 0.01% | 562 |
|
|
2024
Q1 | $2.9M | Buy |
10,827
+809
| +8% | +$216K | 0.01% | 531 |
|
|
2023
Q4 | $2.48M | Buy |
10,018
+1,052
| +12% | +$260K | 0.01% | 530 |
|
|
2023
Q3 | $1.64M | Buy |
+8,966
| New | +$1.64M | 0.01% | 608 |
|