LifePlan Financial’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Sell
1,127
-27
-2% -$7K 0.24% 83
2025
Q1
$281K Sell
1,154
-190
-14% -$46.3K 0.25% 81
2024
Q4
$343K Sell
1,344
-1,017
-43% -$259K 0.3% 75
2024
Q3
$694K Sell
2,361
-62
-3% -$18.2K 0.6% 49
2024
Q2
$587K Sell
2,423
-1
-0% -$242 0.54% 53
2024
Q1
$648K Sell
2,424
-51
-2% -$13.6K 0.59% 51
2023
Q4
$612K Buy
+2,475
New +$612K 0.61% 51