Asset Management One’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1M | Buy |
100,549
+1,048
| +1% | +$272K | 0.08% | 218 |
|
|
2025
Q1 | $24.2M | Buy |
99,501
+3,628
| +4% | +$884K | 0.08% | 218 |
|
|
2024
Q4 | $24.5M | Sell |
95,873
-331
| -0.3% | -$84.7K | 0.08% | 216 |
|
|
2024
Q3 | $28.3M | Buy |
96,204
+432
| +0.5% | +$127K | 0.1% | 181 |
|
|
2024
Q2 | $23.2M | Buy |
95,772
+4,219
| +5% | +$1.02M | 0.09% | 202 |
|
|
2024
Q1 | $24.5M | Buy |
91,553
+1,092
| +1% | +$292K | 0.09% | 202 |
|
|
2023
Q4 | $22.6M | Sell |
90,461
-2,329
| -3% | -$581K | 0.09% | 214 |
|
|
2023
Q3 | $17M | Sell |
92,790
-4,922
| -5% | -$902K | 0.08% | 256 |
|
|
2023
Q2 | $23M | Sell |
97,712
-4,989
| -5% | -$1.17M | 0.1% | 197 |
|
|
2023
Q1 | $20.8M | Buy |
102,701
+73
| +0.1% | +$14.8K | 0.09% | 215 |
|
|
2022
Q4 | $20.2M | Buy |
102,628
+6,433
| +7% | +$1.27M | 0.1% | 211 |
|
|
2022
Q3 | $16.5M | Sell |
96,195
-3,671
| -4% | -$629K | 0.08% | 246 |
|
|
2022
Q2 | $18.3M | Buy |
99,866
+1,049
| +1% | +$192K | 0.09% | 231 |
|
|
2022
Q1 | $23.4M | Buy |
98,817
+5,159
| +6% | +$1.22M | 0.09% | 217 |
|
|
2021
Q4 | $27.6M | Buy |
93,658
+4,585
| +5% | +$1.35M | 0.1% | 214 |
|
|
2021
Q3 | $22.6M | Buy |
89,073
+2,989
| +3% | +$757K | 0.09% | 237 |
|
|
2021
Q2 | $20.6M | Buy |
86,084
+636
| +0.7% | +$152K | 0.08% | 262 |
|
|
2021
Q1 | $15.5M | Buy |
85,448
+3,336
| +4% | +$604K | 0.06% | 338 |
|
|
2020
Q4 | $15.7M | Buy |
82,112
+930
| +1% | +$177K | 0.06% | 316 |
|
|
2020
Q3 | $12.7M | Buy |
81,182
+3,264
| +4% | +$512K | 0.06% | 326 |
|
|
2020
Q2 | $13.4M | Sell |
77,918
-3,285
| -4% | -$565K | 0.07% | 301 |
|
|
2020
Q1 | $9.7M | Sell |
81,203
-5,356
| -6% | -$640K | 0.06% | 325 |
|
|
2019
Q4 | $12.1M | Sell |
86,559
-1,244
| -1% | -$174K | 0.05% | 361 |
|
|
2019
Q3 | $12.4M | Buy |
87,803
+1,715
| +2% | +$241K | 0.06% | 341 |
|
|
2019
Q2 | $11.6M | Buy |
86,088
+7,384
| +9% | +$998K | 0.06% | 354 |
|
|
2019
Q1 | $9.32M | Sell |
78,704
-134,779
| -63% | -$16M | 0.05% | 385 |
|
|
2018
Q4 | $19.9M | Buy |
213,483
+5,346
| +3% | +$498K | 0.05% | 402 |
|
|
2018
Q3 | $27.2M | Buy |
208,137
+4,868
| +2% | +$636K | 0.06% | 372 |
|
|
2018
Q2 | $25.5M | Buy |
203,269
+7,696
| +4% | +$964K | 0.06% | 376 |
|
|
2018
Q1 | $23M | Buy |
195,573
+2,467
| +1% | +$291K | 0.05% | 392 |
|
|
2017
Q4 | $22.8M | Buy |
193,106
+6,708
| +4% | +$792K | 0.05% | 398 |
|
|
2017
Q3 | $19.8M | Sell |
186,398
-634
| -0.3% | -$67.2K | 0.05% | 424 |
|
|
2017
Q2 | $25.7M | Sell |
187,032
-4,558
| -2% | -$626K | 0.07% | 324 |
|
|
2017
Q1 | $26.2M | Sell |
191,590
-27,385
| -13% | -$3.74M | 0.07% | 315 |
|
|
2016
Q4 | $25.9M | Buy |
218,975
+187,914
| +605% | +$22.2M | 0.07% | 311 |
|
|
2016
Q3 | $4.16M | Buy |
31,061
+4,047
| +15% | +$542K | 0.06% | 364 |
|
|
2016
Q2 | $3.44M | Buy |
27,014
+1,287
| +5% | +$164K | 0.05% | 419 |
|
|
2016
Q1 | $2.94M | Buy |
25,727
+13,301
| +107% | +$1.52M | 0.04% | 483 |
|
|
2015
Q4 | $1.41M | Buy |
12,426
+1,792
| +17% | +$203K | 0.02% | 746 |
|
|
2015
Q3 | $1.02M | Sell |
10,634
-175
| -2% | -$16.8K | 0.02% | 852 |
|
|
2015
Q2 | $1.05M | Sell |
10,809
-6,200
| -36% | -$603K | 0.01% | 859 |
|
|
2015
Q1 | $1.58M | Sell |
17,009
-58,576
| -77% | -$5.46M | 0.02% | 762 |
|
|
2014
Q4 | $6.12M | Buy |
75,585
+54,640
| +261% | +$4.43M | 0.08% | 323 |
|
|
2014
Q3 | $1.56M | Buy |
20,945
+7,810
| +59% | +$582K | 0.02% | 694 |
|
|
2014
Q2 | $954K | Hold |
13,135
| – | – | 0.01% | 781 |
|
|
2014
Q1 | $895K | Sell |
13,135
-3,090
| -19% | -$211K | 0.01% | 763 |
|
|
2013
Q4 | $1.12M | Sell |
16,225
-86
| -0.5% | -$5.94K | 0.02% | 697 |
|
|
2013
Q3 | $975K | Sell |
16,311
-5,302
| -25% | -$317K | 0.01% | 752 |
|
|
2013
Q2 | $1.28M | Buy |
+21,613
| New | +$1.28M | 0.02% | 613 |
|