AssetMark Inc’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
8,730
+844
| +11% | +$219K | 0.01% | 739 |
|
|
2025
Q1 | $1.92M | Buy |
7,886
+557
| +8% | +$136K | 0.01% | 732 |
|
|
2024
Q4 | $1.87M | Buy |
7,329
+741
| +11% | +$189K | 0.01% | 721 |
|
|
2024
Q3 | $1.94M | Buy |
6,588
+527
| +9% | +$155K | 0.01% | 657 |
|
|
2024
Q2 | $1.47M | Buy |
6,061
+788
| +15% | +$191K | ﹤0.01% | 683 |
|
|
2024
Q1 | $1.41M | Buy |
5,273
+432
| +9% | +$116K | ﹤0.01% | 651 |
|
|
2023
Q4 | $1.2M | Buy |
4,841
+793
| +20% | +$196K | ﹤0.01% | 637 |
|
|
2023
Q3 | $742K | Buy |
4,048
+360
| +10% | +$65.9K | ﹤0.01% | 678 |
|
|
2023
Q2 | $868K | Buy |
3,688
+479
| +15% | +$113K | ﹤0.01% | 638 |
|
|
2023
Q1 | $651K | Sell |
3,209
-6,235
| -66% | -$1.26M | ﹤0.01% | 675 |
|
|
2022
Q4 | $1.84M | Sell |
9,444
-1,960
| -17% | -$381K | 0.01% | 450 |
|
|
2022
Q3 | $1.96M | Buy |
11,404
+48
| +0.4% | +$8.23K | 0.01% | 394 |
|
|
2022
Q2 | $2.08M | Buy |
11,356
+741
| +7% | +$135K | 0.01% | 348 |
|
|
2022
Q1 | $2.52M | Buy |
10,615
+7,827
| +281% | +$1.86M | 0.01% | 321 |
|
|
2021
Q4 | $816K | Buy |
2,788
+2,700
| +3,068% | +$790K | ﹤0.01% | 438 |
|
|
2021
Q3 | $22K | Buy |
88
+53
| +151% | +$13.3K | ﹤0.01% | 925 |
|
|
2021
Q2 | $8K | Hold |
35
| – | – | ﹤0.01% | 1015 |
|
|
2021
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 981 |
|
|
2020
Q4 | $7K | Hold |
35
| – | – | ﹤0.01% | 966 |
|
|
2020
Q3 | $5K | Hold |
35
| – | – | ﹤0.01% | 978 |
|
|
2020
Q2 | $6K | Sell |
35
-6,181
| -99% | -$1.06M | ﹤0.01% | 923 |
|
|
2020
Q1 | $743K | Buy |
6,216
+6,091
| +4,873% | +$728K | 0.01% | 351 |
|
|
2019
Q4 | $18K | Hold |
125
| – | – | ﹤0.01% | 949 |
|
|
2019
Q3 | $18K | Sell |
125
-3
| -2% | -$432 | ﹤0.01% | 898 |
|
|
2019
Q2 | $17K | Sell |
128
-3
| -2% | -$398 | ﹤0.01% | 909 |
|
|
2019
Q1 | $16K | Sell |
131
-56
| -30% | -$6.84K | ﹤0.01% | 916 |
|
|
2018
Q4 | $17K | Sell |
187
-24
| -11% | -$2.18K | ﹤0.01% | 918 |
|
|
2018
Q3 | $28K | Sell |
211
-6
| -3% | -$796 | ﹤0.01% | 861 |
|
|
2018
Q2 | $27K | Sell |
217
-17
| -7% | -$2.12K | ﹤0.01% | 851 |
|
|
2018
Q1 | $28K | Buy |
234
+131
| +127% | +$15.7K | ﹤0.01% | 879 |
|
|
2017
Q4 | $12K | Buy |
103
+54
| +110% | +$6.29K | ﹤0.01% | 1086 |
|
|
2017
Q3 | $5K | Buy |
49
+16
| +48% | +$1.63K | ﹤0.01% | 1144 |
|
|
2017
Q2 | $5K | Buy |
33
+3
| +10% | +$455 | ﹤0.01% | 1108 |
|
|
2017
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 1046 |
|
|
2016
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 1058 |
|
|
2016
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 1059 |
|
|
2016
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 1037 |
|
|
2016
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 1028 |
|
|
2015
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 1036 |
|