Achmea Investment Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-294
| Closed | -$69K | – | 538 |
|
|
2023
Q2 | $69K | Hold |
294
| – | – | ﹤0.01% | 552 |
|
|
2023
Q1 | $60K | Hold |
294
| – | – | ﹤0.01% | 522 |
|
|
2022
Q4 | $54K | Sell |
294
-2,419
| -89% | -$444K | ﹤0.01% | 563 |
|
|
2022
Q3 | $465K | Sell |
2,713
-6,462
| -70% | -$1.11M | 0.02% | 497 |
|
|
2022
Q2 | $1.68M | Sell |
9,175
-2,333
| -20% | -$426K | 0.05% | 312 |
|
|
2022
Q1 | $2.73M | Hold |
11,508
| – | – | 0.07% | 279 |
|
|
2021
Q4 | $3.37M | Sell |
11,508
-530
| -4% | -$155K | 0.16% | 133 |
|
|
2021
Q3 | $3.05M | Buy |
12,038
+294
| +3% | +$74.5K | 0.09% | 260 |
|
|
2021
Q2 | $2.81M | Hold |
11,744
| – | – | 0.1% | 262 |
|
|
2021
Q1 | $2.13M | Buy |
+11,744
| New | +$2.13M | 0.07% | 313 |
|
|
2019
Q4 | – | Sell |
-10,988
| Closed | -$1.55M | – | 530 |
|
|
2019
Q3 | $1.55M | Hold |
10,988
| – | – | 0.06% | 296 |
|
|
2019
Q2 | $1.49M | Hold |
10,988
| – | – | 0.06% | 318 |
|
|
2019
Q1 | $1.3M | Hold |
10,988
| – | – | 0.05% | 299 |
|
|
2018
Q4 | $1.02M | Buy |
10,988
+6,154
| +127% | +$573K | 0.05% | 323 |
|
|
2018
Q3 | $631K | Hold |
4,834
| – | – | 0.02% | 411 |
|
|
2018
Q2 | $604K | Hold |
4,834
| – | – | 0.02% | 430 |
|
|
2018
Q1 | $569K | Hold |
4,834
| – | – | 0.02% | 439 |
|
|
2017
Q4 | $570K | Buy |
4,834
+2,882
| +148% | +$340K | 0.02% | 439 |
|
|
2017
Q3 | $206K | Hold |
1,952
| – | – | 0.01% | 485 |
|
|
2017
Q2 | $268K | Sell |
1,952
-927
| -32% | -$127K | 0.02% | 471 |
|
|
2017
Q1 | $638K | Buy |
+2,879
| New | +$638K | 0.03% | 415 |
|