Cambridge Investment Research Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
11,602
+1,415
| +14% | +$367K | 0.01% | 1146 |
|
|
2025
Q1 | $2.48M | Buy |
10,187
+4,204
| +70% | +$1.02M | 0.01% | 1211 |
|
|
2024
Q4 | $1.53M | Sell |
5,983
-4,542
| -43% | -$1.16M | 0.01% | 1555 |
|
|
2024
Q3 | $3.09M | Sell |
10,525
-116
| -1% | -$34.1K | 0.01% | 1065 |
|
|
2024
Q2 | $2.58M | Buy |
10,641
+70
| +0.7% | +$17K | 0.01% | 1121 |
|
|
2024
Q1 | $2.83M | Buy |
10,571
+681
| +7% | +$182K | 0.01% | 1059 |
|
|
2023
Q4 | $2.45M | Buy |
9,890
+4,233
| +75% | +$1.05M | 0.01% | 1077 |
|
|
2023
Q3 | $1.04M | Buy |
5,657
+937
| +20% | +$172K | ﹤0.01% | 1552 |
|
|
2023
Q2 | $1.11M | Sell |
4,720
-31
| -0.7% | -$7.3K | 0.01% | 1537 |
|
|
2023
Q1 | $964K | Sell |
4,751
-993
| -17% | -$201K | ﹤0.01% | 1600 |
|
|
2022
Q4 | $1.12M | Sell |
5,744
-33
| -0.6% | -$6.41K | 0.01% | 1450 |
|
|
2022
Q3 | $990K | Sell |
5,777
-127
| -2% | -$21.8K | 0.01% | 1489 |
|
|
2022
Q2 | $1.08M | Sell |
5,904
-104
| -2% | -$19K | 0.01% | 1425 |
|
|
2022
Q1 | $1.43M | Sell |
6,008
-30
| -0.5% | -$7.12K | 0.01% | 1346 |
|
|
2021
Q4 | $1.77M | Sell |
6,038
-5,266
| -47% | -$1.54M | 0.01% | 1217 |
|
|
2021
Q3 | $2.87M | Sell |
11,304
-68
| -0.6% | -$17.2K | 0.01% | 894 |
|
|
2021
Q2 | $2.72M | Hold |
11,372
| – | – | 0.01% | 948 |
|
|
2021
Q1 | $2.06M | Buy |
11,372
+90
| +0.8% | +$16.3K | 0.01% | 994 |
|
|
2020
Q4 | $2.18M | Sell |
11,282
-871
| -7% | -$168K | 0.01% | 881 |
|
|
2020
Q3 | $1.91M | Sell |
12,153
-67
| -0.5% | -$10.5K | 0.01% | 829 |
|
|
2020
Q2 | $2.1M | Buy |
12,220
+4
| +0% | +$687 | 0.02% | 751 |
|
|
2020
Q1 | $1.46M | Buy |
12,216
+120
| +1% | +$14.3K | 0.01% | 791 |
|
|
2019
Q4 | $1.7M | Buy |
12,096
+102
| +0.9% | +$14.3K | 0.01% | 861 |
|
|
2019
Q3 | $1.69M | Sell |
11,994
-781
| -6% | -$110K | 0.01% | 823 |
|
|
2019
Q2 | $1.73M | Sell |
12,775
-471
| -4% | -$63.7K | 0.02% | 776 |
|
|
2019
Q1 | $1.57M | Buy |
13,246
+6,548
| +98% | +$776K | 0.02% | 816 |
|
|
2018
Q4 | $624K | Buy |
6,698
+4,894
| +271% | +$456K | 0.01% | 1206 |
|
|
2018
Q3 | $236K | Buy |
+1,804
| New | +$236K | ﹤0.01% | 1950 |
|
|
2017
Q3 | – | Sell |
-5,573
| Closed | -$766K | – | 2017 |
|
|
2017
Q2 | $766K | Sell |
5,573
-1,102
| -17% | -$151K | 0.01% | 947 |
|
|
2017
Q1 | $913K | Buy |
6,675
+1,727
| +35% | +$236K | 0.02% | 766 |
|
|
2016
Q4 | $585K | Buy |
4,948
+1,922
| +64% | +$227K | 0.01% | 941 |
|
|
2016
Q3 | $407K | Buy |
3,026
+1,087
| +56% | +$146K | 0.01% | 1144 |
|
|
2016
Q2 | $249K | Buy |
+1,939
| New | +$249K | 0.01% | 1270 |
|
|
2016
Q1 | – | Sell |
-1,836
| Closed | -$204K | – | 1612 |
|
|
2015
Q4 | $204K | Sell |
1,836
-709
| -28% | -$78.8K | ﹤0.01% | 1361 |
|
|
2015
Q3 | $247K | Sell |
2,545
-128
| -5% | -$12.4K | 0.01% | 1126 |
|
|
2015
Q2 | $260K | Buy |
2,673
+299
| +13% | +$29.1K | 0.01% | 1131 |
|
|
2015
Q1 | $221K | Buy |
+2,374
| New | +$221K | 0.01% | 1190 |
|