Spinnaker Trust’s Equifax EFX Stock Holding History

Spinnaker Trust’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$742K	Hold	2,860	–	–	0.04%	170
2025 Q1	$697K	Hold	2,860	–	–	0.05%	169
2024 Q4	$729K	Hold	2,860	–	–	0.05%	164
2024 Q3	$840K	Hold	2,860	–	–	0.05%	154
2024 Q2	$693K	Hold	2,860	–	–	0.04%	172
2024 Q1	$765K	Sell	2,860 -265	-8%	-$70.9K	0.05%	159
2023 Q4	$773K	Hold	3,125	–	–	0.05%	150
2023 Q3	$572K	Hold	3,125	–	–	0.04%	164
2023 Q2	$735K	Hold	3,125	–	–	0.05%	147
2023 Q1	$634K	Hold	3,125	–	–	0.05%	152
2022 Q4	$607K	Sell	3,125 -175	-5%	-$34K	0.05%	157
2022 Q3	$566K	Hold	3,300	–	–	0.05%	157
2022 Q2	$603K	Sell	3,300 -546	-14%	-$99.8K	0.05%	160
2022 Q1	$912K	Hold	3,846	–	–	0.06%	143
2021 Q4	$1.13M	Hold	3,846	–	–	0.07%	135
2021 Q3	$975K	Hold	3,846	–	–	0.07%	136
2021 Q2	$921K	Sell	3,846 -500	-12%	-$120K	0.06%	143
2021 Q1	$787K	Sell	4,346 -165	-4%	-$29.9K	0.06%	143
2020 Q4	$869K	Hold	4,511	–	–	0.07%	131
2020 Q3	$707K	Hold	4,511	–	–	0.06%	134
2020 Q2	$775K	Hold	4,511	–	–	0.07%	131
2020 Q1	$538K	Sell	4,511 -190	-4%	-$22.7K	0.06%	152
2019 Q4	$658K	Sell	4,701 -144	-3%	-$20.2K	0.06%	153
2019 Q3	$681K	Buy	4,845 +5	+0.1%	+$703	0.07%	147
2019 Q2	$654K	Hold	4,840	–	–	0.07%	143
2019 Q1	$573K	Hold	4,840	–	–	0.06%	150
2018 Q4	$450K	Sell	4,840 -160	-3%	-$14.9K	0.05%	152
2018 Q3	$652K	Hold	5,000	–	–	0.06%	139
2018 Q2	$625K	Hold	5,000	–	–	0.07%	137
2018 Q1	$589K	Sell	5,000 -400	-7%	-$47.1K	0.06%	134
2017 Q4	$636K	Hold	5,400	–	–	0.07%	126
2017 Q3	$572K	Hold	5,400	–	–	0.07%	126
2017 Q2	$742K	Hold	5,400	–	–	0.09%	117
2017 Q1	$738K	Hold	5,400	–	–	0.1%	113
2016 Q4	$638K	Hold	5,400	–	–	0.09%	116
2016 Q3	$727K	Hold	5,400	–	–	0.1%	111
2016 Q2	$693K	Hold	5,400	–	–	0.1%	116
2016 Q1	$617K	Hold	5,400	–	–	0.09%	126
2015 Q4	$601K	Hold	5,400	–	–	0.09%	125
2015 Q3	$525K	Hold	5,400	–	–	0.08%	134
2015 Q2	$524K	Hold	5,400	–	–	0.08%	134
2015 Q1	$502K	Hold	5,400	–	–	0.07%	135
2014 Q4	$437K	Hold	5,400	–	–	0.06%	138
2014 Q3	$404K	Hold	5,400	–	–	0.07%	143
2014 Q2	$392K	Hold	5,400	–	–	0.06%	138
2014 Q1	$367K	Hold	5,400	–	–	0.06%	139
2013 Q4	$373K	Hold	5,400	–	–	0.06%	125
2013 Q3	$323K	Hold	5,400	–	–	0.06%	129
2013 Q2	$318K	Buy	+5,400	New	+$318K	0.06%	125