Sendero Wealth Management’s Equifax EFX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.56M	Sell	9,857 -13,657	-58%	-$3.54M	0.32%	61
2025 Q1	$5.73M	Buy	23,514 +11,468	+95%	+$2.79M	0.79%	32
2024 Q4	$3.07M	Buy	+12,046	New	+$3.07M	0.46%	47