Fiduciary Alliance’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
+4,172
| New | +$1.08M | 0.08% | 213 |
|
|
2023
Q3 | – | Sell |
-83
| Closed | -$19.5K | – | 387 |
|
|
2023
Q2 | $19.5K | Buy |
+83
| New | +$19.5K | ﹤0.01% | 459 |
|
|
2023
Q1 | – | Sell |
-66
| Closed | -$12.8K | – | 352 |
|
|
2022
Q4 | $12.8K | Buy |
+66
| New | +$12.8K | ﹤0.01% | 373 |
|