Linscomb Wealth’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
7,835
+794
| +11% | +$206K | 0.09% | 145 |
|
|
2025
Q1 | $1.71M | Buy |
7,041
+1,165
| +20% | +$284K | 0.09% | 147 |
|
|
2024
Q4 | $1.5M | Buy |
5,876
+483
| +9% | +$123K | 0.07% | 152 |
|
|
2024
Q3 | $1.58M | Buy |
5,393
+194
| +4% | +$57K | 0.08% | 144 |
|
|
2024
Q2 | $1.26M | Buy |
5,199
+345
| +7% | +$83.7K | 0.07% | 147 |
|
|
2024
Q1 | $1.3M | Buy |
4,854
+757
| +18% | +$203K | 0.07% | 145 |
|
|
2023
Q4 | $1.01M | Buy |
4,097
+359
| +10% | +$88.8K | 0.06% | 162 |
|
|
2023
Q3 | $685K | Buy |
3,738
+561
| +18% | +$103K | 0.04% | 181 |
|
|
2023
Q2 | $748K | Buy |
3,177
+358
| +13% | +$84.2K | 0.04% | 178 |
|
|
2023
Q1 | $572K | Sell |
2,819
-245
| -8% | -$49.7K | 0.03% | 202 |
|
|
2022
Q4 | $596K | Buy |
3,064
+488
| +19% | +$94.9K | 0.03% | 215 |
|
|
2022
Q3 | $442K | Buy |
2,576
+16
| +0.6% | +$2.75K | 0.03% | 208 |
|
|
2022
Q2 | $468K | Buy |
2,560
+29
| +1% | +$5.3K | 0.03% | 210 |
|
|
2022
Q1 | $600K | Buy |
+2,531
| New | +$600K | 0.03% | 218 |
|