Kestra Private Wealth Services’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-785
Closed -$210K 1361
2024
Q1
$210K Buy
+785
New +$210K ﹤0.01% 1169
2022
Q1
Sell
-771
Closed -$226K 1006
2021
Q4
$226K Buy
+771
New +$226K 0.01% 861