GeoWealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.7K | Buy |
+103
| New | +$26.7K | ﹤0.01% | 1031 |
|
|
2025
Q1 | – | Sell |
-230
| Closed | -$58.6K | – | 1263 |
|
|
2024
Q4 | $58.6K | Sell |
230
-138
| -38% | -$35.2K | ﹤0.01% | 1113 |
|
|
2024
Q3 | $108K | Sell |
368
-187
| -34% | -$55K | ﹤0.01% | 877 |
|
|
2024
Q2 | $135K | Sell |
555
-8
| -1% | -$1.94K | 0.01% | 753 |
|
|
2024
Q1 | $151K | Sell |
563
-310
| -36% | -$82.9K | 0.01% | 734 |
|
|
2023
Q4 | $216K | Buy |
+873
| New | +$216K | 0.02% | 486 |
|