Lakeshore Financial Planning’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
847
| – | – | 0.09% | 72 |
|
|
2025
Q1 | $206K | Hold |
847
| – | – | 0.09% | 75 |
|
|
2024
Q4 | $216K | Hold |
847
| – | – | 0.09% | 70 |
|
|
2024
Q3 | $249K | Hold |
847
| – | – | 0.11% | 59 |
|
|
2024
Q2 | $205K | Hold |
847
| – | – | 0.1% | 65 |
|
|
2024
Q1 | $227K | Hold |
847
| – | – | 0.11% | 60 |
|
|
2023
Q4 | $209K | Buy |
+847
| New | +$209K | 0.12% | 57 |
|