LRI Investments’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$199K Buy
768
+32
+4% +$8.31K 0.02% 288
2025
Q1
$179K Sell
736
-310
-30% -$75.6K 0.02% 286
2024
Q4
$266K Buy
1,046
+53
+5% +$13.5K 0.03% 217
2024
Q3
$260K Sell
993
-46
-4% -$12.1K 0.03% 226
2024
Q2
$252K Buy
+1,039
New +$252K 0.03% 207