BBR Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
1,333
-2
| -0.1% | -$519 | 0.02% | 174 |
|
|
2025
Q1 | $325K | Hold |
1,335
| – | – | 0.02% | 174 |
|
|
2024
Q4 | $340K | Sell |
1,335
-465
| -26% | -$119K | 0.02% | 185 |
|
|
2024
Q3 | $529K | Sell |
1,800
-5
| -0.3% | -$1.47K | 0.04% | 130 |
|
|
2024
Q2 | $438K | Sell |
1,805
-195
| -10% | -$47.3K | 0.04% | 123 |
|
|
2024
Q1 | $535K | Hold |
2,000
| – | – | 0.04% | 138 |
|
|
2023
Q4 | $495K | Hold |
2,000
| – | – | 0.05% | 103 |
|
|
2023
Q3 | $366K | Hold |
2,000
| – | – | 0.04% | 128 |
|
|
2023
Q2 | $471K | Hold |
2,000
| – | – | 0.05% | 100 |
|
|
2023
Q1 | $406K | Sell |
2,000
-48
| -2% | -$9.74K | 0.05% | 105 |
|
|
2022
Q4 | $398K | Buy |
2,048
+4
| +0.2% | +$777 | 0.04% | 117 |
|
|
2022
Q3 | $350K | Sell |
2,044
-194
| -9% | -$33.2K | 0.04% | 128 |
|
|
2022
Q2 | $409K | Sell |
2,238
-2
| -0.1% | -$366 | 0.05% | 143 |
|
|
2022
Q1 | $531K | Buy |
+2,240
| New | +$531K | 0.05% | 133 |
|