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 |
|