Pathstone Holdings’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.09M Sell
8,075
-820
-9% -$213K 0.01% 967
2025
Q1
$2.17M Buy
8,895
+703
+9% +$171K 0.01% 937
2024
Q4
$2.09M Sell
8,192
-1,066
-12% -$272K 0.01% 954
2024
Q3
$2.72M Buy
9,258
+303
+3% +$89K 0.01% 820
2024
Q2
$2.17M Buy
8,955
+749
+9% +$182K 0.01% 889
2024
Q1
$2.2M Sell
8,206
-42
-0.5% -$11.2K 0.01% 853
2023
Q4
$2.04M Buy
+8,248
New +$2.04M 0.01% 731