Focus Partners Wealth’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
4,894
+209
+4% +$54.2K ﹤0.01% 1037
2025
Q1
$1.14M Sell
4,685
-72
-2% -$17.5K ﹤0.01% 1011
2024
Q4
$1.21M Buy
4,757
+1,310
+38% +$334K ﹤0.01% 989
2024
Q3
$1.01M Buy
3,447
+401
+13% +$118K ﹤0.01% 932
2024
Q2
$763K Buy
3,046
+1,788
+142% +$448K ﹤0.01% 854
2024
Q1
$337K Buy
+1,258
New +$337K ﹤0.01% 805