Greenleaf 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 | $450K | Buy |
1,734
+9
| +0.5% | +$2.33K | ﹤0.01% | 516 |
|
|
2025
Q1 | $420K | Buy |
1,725
+23
| +1% | +$5.6K | ﹤0.01% | 542 |
|
|
2024
Q4 | $434K | Buy |
1,702
+37
| +2% | +$9.43K | ﹤0.01% | 543 |
|
|
2024
Q3 | $489K | Buy |
1,665
+48
| +3% | +$14.1K | ﹤0.01% | 521 |
|
|
2024
Q2 | $392K | Buy |
1,617
+69
| +4% | +$16.7K | ﹤0.01% | 536 |
|
|
2024
Q1 | $414K | Buy |
1,548
+41
| +3% | +$11K | ﹤0.01% | 523 |
|
|
2023
Q4 | $373K | Buy |
1,507
+61
| +4% | +$15.1K | ﹤0.01% | 541 |
|
|
2023
Q3 | $265K | Sell |
1,446
-41
| -3% | -$7.51K | ﹤0.01% | 620 |
|
|
2023
Q2 | $350K | Buy |
1,487
+59
| +4% | +$13.9K | ﹤0.01% | 550 |
|
|
2023
Q1 | $290K | Buy |
1,428
+100
| +8% | +$20.3K | ﹤0.01% | 615 |
|
|
2022
Q4 | $258K | Sell |
1,328
-138
| -9% | -$26.8K | ﹤0.01% | 634 |
|
|
2022
Q3 | $251K | Buy |
1,466
+324
| +28% | +$55.5K | ﹤0.01% | 597 |
|
|
2022
Q2 | $209K | Sell |
1,142
-149
| -12% | -$27.3K | ﹤0.01% | 665 |
|
|
2022
Q1 | $306K | Buy |
1,291
+16
| +1% | +$3.79K | ﹤0.01% | 585 |
|
|
2021
Q4 | $373K | Buy |
1,275
+58
| +5% | +$17K | ﹤0.01% | 525 |
|
|
2021
Q3 | $308K | Buy |
1,217
+127
| +12% | +$32.1K | ﹤0.01% | 571 |
|
|
2021
Q2 | $261K | Buy |
+1,090
| New | +$261K | ﹤0.01% | 625 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$12K | – | 572 |
|
|
2017
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 647 |
|
|
2017
Q3 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 647 |
|