Heritage Family Offices’s Equifax EFX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$497K	Hold	2,069	–	–	0.25%	91
2025 Q1	$504K	Buy	2,069 +407	+24%	+$99.1K	0.26%	90
2024 Q4	$423K	Buy	1,662 +12	+0.7%	+$3.06K	0.21%	97
2024 Q3	$485K	Buy	1,650 +2	+0.1%	+$588	0.25%	83
2024 Q2	$399K	Buy	+1,648	New	+$399K	0.22%	94