Aldebaran Financial’s Equifax EFX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,550	Closed	-$1.86M	–	76
2022 Q4	$1.86M	Hold	9,550	–	–	1.99%	14
2022 Q3	$1.65M	Hold	9,550	–	–	1.81%	14
2022 Q2	$1.76M	Hold	9,550	–	–	1.86%	14
2022 Q1	$2.26M	Hold	9,550	–	–	1.76%	16
2021 Q4	$2.8M	Hold	9,550	–	–	2.06%	13
2021 Q3	$2.42M	Hold	9,550	–	–	1.96%	13
2021 Q2	$2.31M	Hold	9,550	–	–	1.9%	13
2021 Q1	$1.73M	Hold	9,550	–	–	1.53%	15
2020 Q4	$1.84M	Hold	9,550	–	–	1.71%	14
2020 Q3	$1.5M	Hold	9,550	–	–	1.56%	18
2020 Q2	$1.64M	Hold	9,550	–	–	1.93%	14
2020 Q1	$1.14M	Hold	9,550	–	–	1.11%	26
2019 Q4	$1.34M	Hold	9,550	–	–	1.02%	37
2019 Q3	$1.32M	Hold	9,550	–	–	0.88%	45
2019 Q2	$1.29M	Hold	9,550	–	–	0.89%	42
2019 Q1	$1.13M	Hold	9,550	–	–	0.8%	49
2018 Q4	$889K	Sell	9,550 -450	-5%	-$41.9K	0.68%	56
2018 Q3	$1.31M	Hold	10,000	–	–	0.85%	44
2018 Q2	$1.25M	Hold	10,000	–	–	0.86%	44
2018 Q1	$1.18M	Hold	10,000	–	–	0.79%	48
2017 Q4	$1.18M	Hold	10,000	–	–	0.78%	47
2017 Q3	$1.06M	Sell	10,000 -3,500	-26%	-$371K	0.73%	48
2017 Q2	$1.86M	Hold	13,500	–	–	1.35%	25
2017 Q1	$1.85M	Hold	13,500	–	–	1.4%	24
2016 Q4	$1.6M	Hold	13,500	–	–	1.26%	28
2016 Q3	$1.82M	Hold	13,500	–	–	1.44%	23
2016 Q2	$1.79M	Hold	13,500	–	–	1.43%	26
2016 Q1	$1.54M	Sell	13,500 -161	-1%	-$18.4K	1.35%	25
2015 Q4	$1.5M	Hold	13,661	–	–	1.38%	25
2015 Q3	$1.33M	Hold	13,661	–	–	1.25%	29
2015 Q2	$1.33M	Hold	13,661	–	–	1.12%	34
2015 Q1	$1.27M	Hold	13,661	–	–	1.09%	34
2014 Q4	$1.11M	Hold	13,661	–	–	0.97%	38
2014 Q3	$1.02M	Hold	13,661	–	–	0.91%	38
2014 Q2	$991K	Hold	13,661	–	–	0.78%	44
2014 Q1	$929K	Buy	13,661 +161	+1%	+$10.9K	0.81%	42
2013 Q4	$933K	Buy	+13,500	New	+$933K	0.89%	38