Summit Trail Advisors’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Buy
+908
New +$236K ﹤0.01% 1000
2018
Q1
Sell
-560
Closed -$69K 783
2017
Q4
$69K Buy
+560
New +$69K 0.01% 732