Butensky & Cohen Financial Security’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Buy |
16,357
+33
| +0.2% | +$8.56K | 1.26% | 41 |
|
|
2025
Q1 | $3.98M | Sell |
16,324
-112
| -0.7% | -$27.3K | 1.22% | 44 |
|
|
2024
Q4 | $4.19M | Buy |
16,436
+2
| +0% | +$510 | 1.32% | 35 |
|
|
2024
Q3 | $4.83M | Sell |
16,434
-417
| -2% | -$123K | 1.43% | 33 |
|
|
2024
Q2 | $4.09M | Buy |
16,851
+33
| +0.2% | +$8K | 1.3% | 43 |
|
|
2024
Q1 | $4.5M | Sell |
16,818
-440
| -3% | -$118K | 1.4% | 38 |
|
|
2023
Q4 | $4.27M | Buy |
17,258
+69
| +0.4% | +$17.1K | 1.42% | 33 |
|
|
2023
Q3 | $3.15M | Buy |
17,189
+536
| +3% | +$98.2K | 1.14% | 56 |
|
|
2023
Q2 | $3.92M | Sell |
16,653
-507
| -3% | -$119K | 1.41% | 35 |
|
|
2023
Q1 | $3.48M | Sell |
17,160
-144
| -0.8% | -$29.2K | 1.25% | 46 |
|
|
2022
Q4 | $3.36M | Buy |
17,304
+486
| +3% | +$94.5K | 1.24% | 46 |
|
|
2022
Q3 | $2.88M | Buy |
16,818
+1,176
| +8% | +$202K | 1.2% | 46 |
|
|
2022
Q2 | $2.86M | Buy |
15,642
+770
| +5% | +$141K | 1.17% | 47 |
|
|
2022
Q1 | $3.53M | Buy |
14,872
+389
| +3% | +$92.2K | 1.24% | 43 |
|
|
2021
Q4 | $4.24M | Sell |
14,483
-309
| -2% | -$90.5K | 1.51% | 15 |
|
|
2021
Q3 | $3.75M | Sell |
14,792
-483
| -3% | -$122K | 1.49% | 17 |
|
|
2021
Q2 | $3.66M | Sell |
15,275
-1,409
| -8% | -$338K | 1.45% | 28 |
|
|
2021
Q1 | $3.02M | Buy |
16,684
+211
| +1% | +$38.2K | 1.25% | 51 |
|
|
2020
Q4 | $3.18M | Buy |
16,473
+311
| +2% | +$60K | 1.44% | 32 |
|
|
2020
Q3 | $2.54M | Sell |
16,162
-380
| -2% | -$59.6K | 1.34% | 41 |
|
|
2020
Q2 | $2.84M | Sell |
16,542
-459
| -3% | -$78.9K | 1.62% | 12 |
|
|
2020
Q1 | $2.03M | Sell |
17,001
-126
| -0.7% | -$15.1K | 1.53% | 29 |
|
|
2019
Q4 | $2.4M | Buy |
17,127
+420
| +3% | +$58.9K | 1.37% | 40 |
|
|
2019
Q3 | $2.35M | Buy |
16,707
+603
| +4% | +$84.8K | 1.41% | 38 |
|
|
2019
Q2 | $2.18M | Buy |
16,104
+703
| +5% | +$95.1K | 1.45% | 34 |
|
|
2019
Q1 | $1.83M | Buy |
15,401
+2,466
| +19% | +$292K | 1.32% | 40 |
|
|
2018
Q4 | $1.21M | Buy |
12,935
+1,445
| +13% | +$135K | 1.07% | 52 |
|
|
2018
Q3 | $1.5M | Buy |
11,490
+115
| +1% | +$15K | 1.2% | 48 |
|
|
2018
Q2 | $1.42M | Buy |
11,375
+450
| +4% | +$56.3K | 1.2% | 49 |
|
|
2018
Q1 | $1.29M | Buy |
10,925
+335
| +3% | +$39.5K | 1.13% | 50 |
|
|
2017
Q4 | $1.25M | Buy |
10,590
+655
| +7% | +$77.3K | 1.03% | 50 |
|
|
2017
Q3 | $1.05M | Buy |
9,935
+127
| +1% | +$13.5K | 0.93% | 55 |
|
|
2017
Q2 | $1.35M | Sell |
9,808
-139
| -1% | -$19.1K | 1.21% | 46 |
|
|
2017
Q1 | $1.36M | Sell |
9,947
-148
| -1% | -$20.2K | 1.24% | 46 |
|
|
2016
Q4 | $1.19M | Buy |
10,095
+292
| +3% | +$34.5K | 1.1% | 51 |
|
|
2016
Q3 | $1.32M | Sell |
9,803
-520
| -5% | -$70K | 1.27% | 45 |
|
|
2016
Q2 | $1.33M | Sell |
10,323
-1,915
| -16% | -$246K | 1.3% | 46 |
|
|
2016
Q1 | $1.4M | Sell |
12,238
-1,165
| -9% | -$133K | 1.34% | 39 |
|
|
2015
Q4 | $1.49M | Sell |
13,403
-790
| -6% | -$88K | 1.47% | 29 |
|
|
2015
Q3 | $1.38M | Sell |
14,193
-210
| -1% | -$20.4K | 1.47% | 29 |
|
|
2015
Q2 | $1.4M | Sell |
14,403
-1,005
| -7% | -$97.5K | 1.41% | 36 |
|
|
2015
Q1 | $1.43M | Sell |
15,408
-2,015
| -12% | -$187K | 1.42% | 33 |
|
|
2014
Q4 | $1.41M | Buy |
+17,423
| New | +$1.41M | 1.41% | 34 |
|