Bradley Foster & Sargent’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 |
-10,997
| Closed | -$2.8M | – | 465 |
|
|
2024
Q4 | $2.8M | Buy |
10,997
+5,268
| +92% | +$1.34M | 0.05% | 181 |
|
|
2024
Q3 | $1.68M | Buy |
5,729
+517
| +10% | +$152K | 0.03% | 219 |
|
|
2024
Q2 | $1.26M | Buy |
+5,212
| New | +$1.26M | 0.02% | 250 |
|
|
2023
Q4 | – | Sell |
-10,308
| Closed | -$2.43M | – | 434 |
|
|
2023
Q3 | $2.43M | Hold |
10,308
| – | – | 0.05% | 195 |
|
|
2023
Q2 | $2.43M | Buy |
10,308
+1,534
| +17% | +$361K | 0.05% | 195 |
|
|
2023
Q1 | $1.78M | Sell |
8,774
-268
| -3% | -$54.4K | 0.04% | 195 |
|
|
2022
Q4 | $1.76M | Buy |
+9,042
| New | +$1.76M | 0.04% | 190 |
|
|
2022
Q2 | – | Sell |
-900
| Closed | -$213K | – | 448 |
|
|
2022
Q1 | $213K | Sell |
900
-25
| -3% | -$5.92K | ﹤0.01% | 450 |
|
|
2021
Q4 | $271K | Sell |
925
-1
| -0.1% | -$293 | 0.01% | 399 |
|
|
2021
Q3 | $235K | Sell |
926
-24
| -3% | -$6.09K | 0.01% | 387 |
|
|
2021
Q2 | $228K | Buy |
+950
| New | +$228K | 0.01% | 381 |
|
|
2021
Q1 | – | Sell |
-151,758
| Closed | -$29.3M | – | 377 |
|
|
2020
Q4 | $29.3M | Sell |
151,758
-4,348
| -3% | -$838K | 0.77% | 41 |
|
|
2020
Q3 | $24.5M | Buy |
+156,106
| New | +$24.5M | 0.72% | 42 |
|
|
2020
Q1 | $19.2M | Sell |
160,866
-14,976
| -9% | -$1.79M | 0.77% | 41 |
|
|
2019
Q4 | $24.6M | Buy |
175,842
+995
| +0.6% | +$139K | 0.76% | 43 |
|
|
2019
Q3 | $24.6M | Buy |
174,847
+72,569
| +71% | +$10.2M | 0.82% | 40 |
|
|
2019
Q2 | $13.8M | Buy |
+102,278
| New | +$13.8M | 0.46% | 64 |
|