Personal CFO Solutions’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
1,388
+22
| +2% | +$5.71K | 0.07% | 282 |
|
|
2025
Q1 | $333K | Buy |
1,366
+86
| +7% | +$21K | 0.07% | 286 |
|
|
2024
Q4 | $326K | Buy |
1,280
+26
| +2% | +$6.63K | 0.06% | 295 |
|
|
2024
Q3 | $369K | Buy |
1,254
+31
| +3% | +$9.11K | 0.05% | 339 |
|
|
2024
Q2 | $297K | Buy |
1,223
+32
| +3% | +$7.76K | 0.05% | 384 |
|
|
2024
Q1 | $319K | Buy |
1,191
+59
| +5% | +$15.8K | 0.05% | 378 |
|
|
2023
Q4 | $280K | Buy |
+1,132
| New | +$280K | 0.05% | 391 |
|
|
2023
Q3 | – | Sell |
-1,002
| Closed | -$236K | – | 472 |
|
|
2023
Q2 | $236K | Buy |
+1,002
| New | +$236K | 0.05% | 402 |
|