Portside Wealth Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
1,666
-9
| -0.5% | -$2.33K | 0.06% | 270 |
|
|
2025
Q1 | $408K | Buy |
1,675
+172
| +11% | +$41.9K | 0.07% | 261 |
|
|
2024
Q4 | $383K | Buy |
1,503
+206
| +16% | +$52.5K | 0.06% | 270 |
|
|
2024
Q3 | $381K | Buy |
1,297
+145
| +13% | +$42.6K | 0.07% | 260 |
|
|
2024
Q2 | $279K | Buy |
1,152
+64
| +6% | +$15.5K | 0.05% | 285 |
|
|
2024
Q1 | $291K | Buy |
+1,088
| New | +$291K | 0.05% | 280 |
|