Siemens Fonds Invest’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
1,777
+333
| +23% | +$86.4K | 0.03% | 321 |
|
|
2025
Q1 | $352K | Buy |
1,444
+104
| +8% | +$25.3K | 0.02% | 334 |
|
|
2024
Q4 | $342K | Hold |
1,340
| – | – | 0.02% | 352 |
|
|
2024
Q3 | $394K | Buy |
1,340
+57
| +4% | +$16.8K | 0.03% | 308 |
|
|
2024
Q2 | $311K | Hold |
1,283
| – | – | 0.02% | 356 |
|
|
2024
Q1 | $343K | Sell |
1,283
-46
| -3% | -$12.3K | 0.03% | 352 |
|
|
2023
Q4 | $329K | Buy |
+1,329
| New | +$329K | 0.03% | 340 |
|
|
2023
Q3 | – | Sell |
-1,014
| Closed | -$237K | – | 374 |
|
|
2023
Q2 | $237K | Hold |
1,014
| – | – | 0.02% | 351 |
|
|
2023
Q1 | $206K | Sell |
1,014
-17
| -2% | -$3.45K | 0.02% | 369 |
|
|
2022
Q4 | $200K | Sell |
1,031
-235
| -19% | -$45.7K | 0.02% | 363 |
|
|
2022
Q3 | $217K | Hold |
1,266
| – | – | 0.02% | 361 |
|
|
2022
Q2 | $231K | Hold |
1,266
| – | – | 0.02% | 365 |
|
|
2022
Q1 | $300K | Hold |
1,266
| – | – | 0.02% | 352 |
|
|
2021
Q4 | $369K | Sell |
1,266
-4
| -0.3% | -$1.17K | 0.02% | 328 |
|
|
2021
Q3 | $322K | Buy |
+1,270
| New | +$322K | 0.02% | 329 |
|