Key Financial Inc’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.9K | Hold |
227
| – | – | 0.01% | 460 |
|
|
2025
Q1 | $55.3K | Hold |
227
| – | – | 0.01% | 468 |
|
|
2024
Q4 | $57.9K | Hold |
227
| – | – | 0.01% | 455 |
|
|
2024
Q3 | $66.7K | Hold |
227
| – | – | 0.01% | 428 |
|
|
2024
Q2 | $55K | Hold |
227
| – | – | 0.01% | 451 |
|
|
2024
Q1 | $60.7K | Hold |
227
| – | – | 0.02% | 405 |
|
|
2023
Q4 | $56.1K | Hold |
227
| – | – | 0.02% | 407 |
|
|
2023
Q3 | $41.6K | Hold |
227
| – | – | 0.01% | 436 |
|
|
2023
Q2 | $53.4K | Buy |
227
+19
| +9% | +$4.47K | 0.02% | 398 |
|
|
2023
Q1 | $42.2K | Hold |
208
| – | – | 0.02% | 417 |
|
|
2022
Q4 | $35.7K | Hold |
208
| – | – | 0.02% | 409 |
|
|
2022
Q3 | $36K | Buy |
+208
| New | +$36K | 0.02% | 414 |
|