Strategic Wealth Partners’s Equifax EFX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.9K	Buy	+100	New	+$25.9K	﹤0.01%	598
2018 Q2	–	Sell	-106	Closed	-$12K	–	773
2018 Q1	$12K	Hold	106	–	–	0.01%	464
2017 Q4	$12K	Buy	+106	New	+$12K	0.01%	444