Sonen Capital’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.04M | Buy |
4,201
+387
| +10% | +$95.7K | 1.97% | 9 |
|
|
2023
Q3 | $699K | Sell |
3,814
-285
| -7% | -$52.2K | 1.37% | 20 |
|
|
2023
Q2 | $964K | Sell |
4,099
-305
| -7% | -$71.8K | 1.6% | 13 |
|
|
2023
Q1 | $893K | Sell |
4,404
-2,757
| -39% | -$559K | 1.51% | 13 |
|
|
2022
Q4 | $1.39M | Buy |
7,161
+113
| +2% | +$22K | 2.28% | 6 |
|
|
2022
Q3 | $1.21M | Sell |
7,048
-1,570
| -18% | -$269K | 1.96% | 6 |
|
|
2022
Q2 | $1.58M | Sell |
8,618
-1,634
| -16% | -$299K | 2.25% | 5 |
|
|
2022
Q1 | $2.43M | Buy |
10,252
+5,157
| +101% | +$1.22M | 2.94% | 7 |
|
|
2021
Q4 | $1.49M | Buy |
+5,095
| New | +$1.49M | 1.44% | 25 |
|