Brookstone Capital Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.32M | Sell |
16,645
-600
| -3% | -$156K | 0.06% | 307 |
|
2025
Q1 | $4.2M | Sell |
17,245
-10,981
| -39% | -$2.67M | 0.06% | 288 |
|
2024
Q4 | $7.19M | Buy |
28,226
+689
| +3% | +$176K | 0.1% | 211 |
|
2024
Q3 | $8.09M | Buy |
27,537
+862
| +3% | +$253K | 0.12% | 188 |
|
2024
Q2 | $6.92M | Buy |
26,675
+2,085
| +8% | +$541K | 0.11% | 189 |
|
2024
Q1 | $6.58M | Sell |
24,590
-249
| -1% | -$66.6K | 0.12% | 188 |
|
2023
Q4 | $6.14M | Buy |
24,839
+816
| +3% | +$202K | 0.12% | 178 |
|
2023
Q3 | $4.3M | Buy |
24,023
+4,645
| +24% | +$831K | 0.09% | 202 |
|
2023
Q2 | $4.37M | Buy |
19,378
+18
| +0.1% | +$4.06K | 0.09% | 211 |
|
2023
Q1 | $3.81M | Sell |
19,360
-413
| -2% | -$81.2K | 0.07% | 231 |
|
2022
Q4 | $4.05M | Buy |
19,773
+8,333
| +73% | +$1.71M | 0.08% | 197 |
|
2022
Q3 | $1.88M | Buy |
11,440
+1,458
| +15% | +$240K | 0.04% | 296 |
|
2022
Q2 | $1.9M | Buy |
9,982
+6,237
| +167% | +$1.19M | 0.04% | 301 |
|
2022
Q1 | $817K | Buy |
+3,745
| New | +$817K | 0.02% | 455 |
|
2015
Q4 | – | Sell |
-130
| Closed | -$13K | – | 355 |
|
2015
Q3 | $13K | Buy |
+130
| New | +$13K | ﹤0.01% | 981 |
|