Summit Financial’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
1,486
+68
| +5% | +$17.6K | 0.01% | 628 |
|
|
2025
Q1 | $345K | Buy |
1,418
+73
| +5% | +$17.8K | 0.01% | 584 |
|
|
2024
Q4 | $343K | Buy |
1,345
+16
| +1% | +$4.08K | 0.01% | 512 |
|
|
2024
Q3 | $391K | Sell |
1,329
-15
| -1% | -$4.41K | 0.02% | 414 |
|
|
2024
Q2 | $326K | Buy |
1,344
+423
| +46% | +$103K | 0.01% | 403 |
|
|
2024
Q1 | $246K | Sell |
921
-94
| -9% | -$25.1K | 0.01% | 345 |
|
|
2023
Q4 | $251K | Buy |
+1,015
| New | +$251K | 0.02% | 315 |
|
|
2023
Q3 | – | Sell |
-964
| Closed | -$227K | – | 337 |
|
|
2023
Q2 | $227K | Buy |
+964
| New | +$227K | 0.02% | 300 |
|