Rothschild Investment LLC’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Buy |
683
+6
| +0.9% | +$1.56K | 0.01% | 535 |
|
|
2025
Q1 | $165K | Sell |
677
-8
| -1% | -$1.95K | 0.01% | 534 |
|
|
2024
Q4 | $175K | Sell |
685
-16
| -2% | -$4.08K | 0.01% | 535 |
|
|
2024
Q3 | $206K | Buy |
701
+20
| +3% | +$5.88K | 0.01% | 506 |
|
|
2024
Q2 | $165K | Buy |
681
+16
| +2% | +$3.88K | 0.01% | 528 |
|
|
2024
Q1 | $178K | Buy |
665
+19
| +3% | +$5.08K | 0.01% | 489 |
|
|
2023
Q4 | $160K | Buy |
+646
| New | +$160K | 0.01% | 452 |
|
|
2021
Q3 | – | Sell |
-1,815
| Closed | -$435K | – | 494 |
|
|
2021
Q2 | $435K | Sell |
1,815
-15
| -0.8% | -$3.6K | 0.03% | 343 |
|
|
2021
Q1 | $331K | Buy |
+1,830
| New | +$331K | 0.03% | 371 |
|