Tortoise Investment 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 | $1.3K | Buy |
+5
| New | +$1.3K | ﹤0.01% | 894 |
|
|
2025
Q1 | – | Sell |
-254
| Closed | -$64.7K | – | 834 |
|
|
2024
Q4 | $64.7K | Buy |
254
+112
| +79% | +$28.5K | 0.01% | 377 |
|
|
2024
Q3 | $41.7K | Buy |
142
+17
| +14% | +$5K | ﹤0.01% | 439 |
|
|
2024
Q2 | $30.3K | Buy |
125
+54
| +76% | +$13.1K | ﹤0.01% | 467 |
|
|
2024
Q1 | $19K | Buy |
+71
| New | +$19K | ﹤0.01% | 517 |
|