Bleakley Financial Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,281
| Closed | -$836K | – | 644 |
|
|
2024
Q4 | $836K | Buy |
3,281
+709
| +28% | +$181K | 0.03% | 465 |
|
|
2024
Q3 | $756K | Buy |
2,572
+32
| +1% | +$9.4K | 0.02% | 477 |
|
|
2024
Q2 | $616K | Buy |
2,540
+181
| +8% | +$43.9K | 0.02% | 538 |
|
|
2024
Q1 | $631K | Buy |
2,359
+225
| +11% | +$60.2K | 0.02% | 550 |
|
|
2023
Q4 | $528K | Sell |
2,134
-41
| -2% | -$10.1K | 0.02% | 574 |
|
|
2023
Q3 | $398K | Sell |
2,175
-297
| -12% | -$54.4K | 0.01% | 600 |
|
|
2023
Q2 | $582K | Buy |
2,472
+125
| +5% | +$29.4K | 0.02% | 545 |
|
|
2023
Q1 | $476K | Buy |
2,347
+75
| +3% | +$15.2K | 0.02% | 583 |
|
|
2022
Q4 | $442K | Buy |
+2,272
| New | +$442K | 0.02% | 583 |
|