Brinker Capital Investments’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
5,251
+112
| +2% | +$29.1K | 0.01% | 1011 |
|
|
2025
Q1 | $1.25M | Buy |
5,139
+142
| +3% | +$34.6K | 0.01% | 961 |
|
|
2024
Q4 | $1.27M | Sell |
4,997
-696
| -12% | -$177K | 0.01% | 915 |
|
|
2024
Q3 | $1.67M | Buy |
5,693
+2,414
| +74% | +$709K | 0.02% | 779 |
|
|
2024
Q2 | $795K | Sell |
3,279
-2,446
| -43% | -$593K | 0.01% | 1079 |
|
|
2024
Q1 | $1.53M | Sell |
5,725
-4,995
| -47% | -$1.34M | 0.02% | 785 |
|
|
2023
Q4 | $2.64M | Sell |
10,720
-2,818
| -21% | -$694K | 0.03% | 502 |
|
|
2023
Q3 | $2.48M | Buy |
13,538
+2,295
| +20% | +$420K | 0.03% | 520 |
|
|
2023
Q2 | $2.65M | Buy |
11,243
+847
| +8% | +$199K | 0.03% | 523 |
|
|
2023
Q1 | $2.11M | Sell |
10,396
-582
| -5% | -$118K | 0.03% | 569 |
|
|
2022
Q4 | $2.13M | Sell |
10,978
-726
| -6% | -$141K | 0.04% | 455 |
|
|
2022
Q3 | $2.01M | Sell |
11,704
-167
| -1% | -$28.6K | 0.04% | 464 |
|
|
2022
Q2 | $2.17M | Buy |
11,871
+1,826
| +18% | +$334K | 0.04% | 446 |
|
|
2022
Q1 | $2.38M | Sell |
10,045
-836
| -8% | -$198K | 0.04% | 469 |
|
|
2021
Q4 | $3.19M | Sell |
10,881
-1,114
| -9% | -$326K | 0.05% | 409 |
|
|
2021
Q3 | $2.87M | Hold |
11,995
| – | – | 0.05% | 431 |
|
|
2021
Q2 | $2.87M | Sell |
11,995
-2,118
| -15% | -$507K | 0.04% | 487 |
|
|
2021
Q1 | $2.56M | Sell |
14,113
-13,210
| -48% | -$2.39M | 0.04% | 440 |
|
|
2020
Q4 | $5.27M | Buy |
27,323
+13,026
| +91% | +$2.51M | 0.08% | 296 |
|
|
2020
Q3 | $2.24M | Buy |
+14,297
| New | +$2.24M | 0.04% | 435 |
|
|
2020
Q1 | – | Sell |
-734
| Closed | -$103K | – | 423 |
|
|
2019
Q4 | $103K | Hold |
734
| – | – | ﹤0.01% | 364 |
|
|
2019
Q3 | $103K | Hold |
734
| – | – | ﹤0.01% | 367 |
|
|
2019
Q2 | $99K | Hold |
734
| – | – | ﹤0.01% | 481 |
|
|
2019
Q1 | $87K | Hold |
734
| – | – | ﹤0.01% | 399 |
|
|
2018
Q4 | $68K | Hold |
734
| – | – | ﹤0.01% | 368 |
|
|
2018
Q3 | $96K | Buy |
734
+23
| +3% | +$3.01K | ﹤0.01% | 325 |
|
|
2018
Q2 | $89K | Hold |
711
| – | – | ﹤0.01% | 335 |
|
|
2018
Q1 | $84K | Hold |
711
| – | – | ﹤0.01% | 322 |
|
|
2017
Q4 | $84K | Hold |
711
| – | – | ﹤0.01% | 331 |
|
|
2017
Q3 | $75K | Hold |
711
| – | – | ﹤0.01% | 326 |
|
|
2017
Q2 | $98K | Hold |
711
| – | – | ﹤0.01% | 297 |
|
|
2017
Q1 | $97K | Hold |
711
| – | – | ﹤0.01% | 281 |
|
|
2016
Q4 | $84K | Sell |
711
-59
| -8% | -$6.97K | ﹤0.01% | 281 |
|
|
2016
Q3 | $104K | Buy |
770
+20
| +3% | +$2.7K | ﹤0.01% | 270 |
|
|
2016
Q2 | $96K | Hold |
750
| – | – | ﹤0.01% | 271 |
|
|
2016
Q1 | $86K | Sell |
750
-5
| -0.7% | -$573 | ﹤0.01% | 279 |
|
|
2015
Q4 | $84K | Buy |
+755
| New | +$84K | ﹤0.01% | 314 |
|