Summit Securities Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8K | Buy |
+84
| New | +$21.8K | ﹤0.01% | 580 |
|
|
2023
Q3 | – | Sell |
-160
| Closed | -$38K | – | 525 |
|
|
2023
Q2 | $38K | Sell |
160
-81
| -34% | -$19.2K | 0.01% | 354 |
|
|
2023
Q1 | $49K | Buy |
241
+117
| +94% | +$23.8K | ﹤0.01% | 307 |
|
|
2022
Q4 | $24K | Buy |
+124
| New | +$24K | ﹤0.01% | 638 |
|
|
2022
Q3 | – | Sell |
-254
| Closed | -$46K | – | 766 |
|
|
2022
Q2 | $46K | Buy |
254
+22
| +9% | +$3.98K | 0.01% | 392 |
|
|
2022
Q1 | $55K | Buy |
+232
| New | +$55K | 0.01% | 387 |
|
|
2017
Q2 | – | Sell |
-5,155
| Closed | -$705K | – | 226 |
|
|
2017
Q1 | $705K | Buy |
+5,155
| New | +$705K | 0.2% | 93 |
|
|
2016
Q1 | – | Sell |
-1,863
| Closed | -$207K | – | 204 |
|
|
2015
Q4 | $207K | Buy |
+1,863
| New | +$207K | 0.07% | 191 |
|