Thrive Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
2,129
+822
| +63% | +$213K | 0.09% | 115 |
|
|
2025
Q1 | $318K | Buy |
1,307
+121
| +10% | +$29.5K | 0.06% | 153 |
|
|
2024
Q4 | $302K | Sell |
1,186
-27
| -2% | -$6.88K | 0.05% | 154 |
|
|
2024
Q3 | $356K | Sell |
1,213
-13
| -1% | -$3.82K | 0.07% | 151 |
|
|
2024
Q2 | $297K | Buy |
1,226
+124
| +11% | +$30.1K | 0.06% | 161 |
|
|
2024
Q1 | $295K | Buy |
1,102
+89
| +9% | +$23.8K | 0.06% | 160 |
|
|
2023
Q4 | $251K | Buy |
+1,013
| New | +$251K | 0.06% | 163 |
|
|
2023
Q3 | – | Sell |
-987
| Closed | -$232K | – | 172 |
|
|
2023
Q2 | $232K | Buy |
+987
| New | +$232K | 0.06% | 159 |
|