Principal Securities’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
988
+191
| +24% | +$49.5K | ﹤0.01% | 1126 |
|
|
2025
Q1 | $203K | Hold |
797
| – | – | ﹤0.01% | 1135 |
|
|
2024
Q4 | $203K | Buy |
797
+67
| +9% | +$17.1K | ﹤0.01% | 1133 |
|
|
2024
Q3 | $215K | Buy |
730
+46
| +7% | +$13.5K | 0.01% | 1074 |
|
|
2024
Q2 | $166K | Buy |
684
+52
| +8% | +$12.6K | ﹤0.01% | 1115 |
|
|
2024
Q1 | $169K | Buy |
632
+51
| +9% | +$13.6K | 0.01% | 1081 |
|
|
2023
Q4 | $144K | Buy |
+581
| New | +$144K | 0.01% | 1047 |
|