Moran Wealth Management’s Equifax EFX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-44,101	Closed	-$11.2M	–	458
2024 Q4	$11.2M	Buy	44,101 +1,238	+3%	+$316K	0.36%	98
2024 Q3	$12.6M	Buy	42,863 +183	+0.4%	+$53.8K	0.39%	91
2024 Q2	$10.3M	Buy	+42,680	New	+$10.3M	0.34%	100