Glenview Trust’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
1,038
+2
| +0.2% | +$519 | ﹤0.01% | 446 |
|
|
2025
Q1 | $252K | Sell |
1,036
-8
| -0.8% | -$1.95K | ﹤0.01% | 434 |
|
|
2024
Q4 | $266K | Buy |
1,044
+8
| +0.8% | +$2.04K | 0.01% | 433 |
|
|
2024
Q3 | $304K | Buy |
1,036
+31
| +3% | +$9.11K | 0.01% | 409 |
|
|
2024
Q2 | $244K | Hold |
1,005
| – | – | ﹤0.01% | 425 |
|
|
2024
Q1 | $269K | Hold |
1,005
| – | – | 0.01% | 415 |
|
|
2023
Q4 | $249K | Buy |
+1,005
| New | +$249K | 0.01% | 426 |
|
|
2023
Q3 | – | Sell |
-1,005
| Closed | -$236K | – | 452 |
|
|
2023
Q2 | $236K | Buy |
1,005
+5
| +0.5% | +$1.18K | 0.01% | 423 |
|
|
2023
Q1 | $203K | Buy |
+1,000
| New | +$203K | 0.01% | 435 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$237K | – | 412 |
|
|
2022
Q1 | $237K | Hold |
1,000
| – | – | 0.01% | 391 |
|
|
2021
Q4 | $293K | Hold |
1,000
| – | – | 0.01% | 367 |
|
|
2021
Q3 | $253K | Hold |
1,000
| – | – | 0.01% | 363 |
|
|
2021
Q2 | $240K | Buy |
+1,000
| New | +$240K | 0.01% | 375 |
|