Advisor Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $852K | Buy |
4,663
+359
| +8% | +$65.6K | 0.06% | 329 |
|
|
2022
Q1 | $1.02M | Buy |
4,304
+348
| +9% | +$82.5K | 0.06% | 297 |
|
|
2021
Q4 | $1.16M | Buy |
3,956
+620
| +19% | +$182K | 0.07% | 270 |
|
|
2021
Q3 | $846K | Buy |
3,336
+6
| +0.2% | +$1.52K | 0.06% | 322 |
|
|
2021
Q2 | $798K | Buy |
3,330
+90
| +3% | +$21.6K | 0.05% | 356 |
|
|
2021
Q1 | $587K | Sell |
3,240
-43
| -1% | -$7.79K | 0.04% | 433 |
|
|
2020
Q4 | $633K | Buy |
3,283
+170
| +5% | +$32.8K | 0.05% | 373 |
|
|
2020
Q3 | $488K | Sell |
3,113
-149
| -5% | -$23.4K | 0.04% | 397 |
|
|
2020
Q2 | $561K | Sell |
3,262
-474
| -13% | -$81.5K | 0.05% | 341 |
|
|
2020
Q1 | $446K | Buy |
3,736
+1,603
| +75% | +$191K | 0.05% | 326 |
|
|
2019
Q4 | $320K | Buy |
2,133
+313
| +17% | +$47K | 0.03% | 476 |
|
|
2019
Q3 | $256K | Buy |
1,820
+165
| +10% | +$23.2K | 0.03% | 531 |
|
|
2019
Q2 | $224K | Buy |
+1,655
| New | +$224K | 0.03% | 569 |
|
|
2018
Q4 | – | Sell |
-2,123
| Closed | -$277K | – | 626 |
|
|
2018
Q3 | $277K | Buy |
2,123
+167
| +9% | +$21.8K | 0.04% | 483 |
|
|
2018
Q2 | $245K | Buy |
1,956
+93
| +5% | +$11.6K | 0.04% | 477 |
|
|
2018
Q1 | $219K | Sell |
1,863
-100
| -5% | -$11.8K | 0.04% | 501 |
|
|
2017
Q4 | $244K | Buy |
+1,963
| New | +$244K | 0.04% | 468 |
|
|
2017
Q3 | – | Sell |
-2,020
| Closed | -$278K | – | 489 |
|
|
2017
Q2 | $278K | Buy |
2,020
+254
| +14% | +$35K | 0.07% | 358 |
|
|
2017
Q1 | $241K | Buy |
+1,766
| New | +$241K | 0.06% | 371 |
|
|
2016
Q4 | – | Sell |
-1,647
| Closed | -$222K | – | 439 |
|
|
2016
Q3 | $222K | Sell |
1,647
-48
| -3% | -$6.47K | 0.07% | 333 |
|
|
2016
Q2 | $218K | Buy |
+1,695
| New | +$218K | 0.08% | 329 |
|