Capital Analysts LLC’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Sell |
4
-3
| -43% | -$750 | ﹤0.01% | 1342 |
|
|
2025
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 1304 |
|
|
2024
Q4 | $2K | Sell |
7
-4
| -36% | -$1.14K | ﹤0.01% | 1219 |
|
|
2024
Q3 | $3K | Buy |
11
+7
| +175% | +$1.91K | ﹤0.01% | 1175 |
|
|
2024
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1142 |
|
|
2022
Q4 | – | Sell |
-17
| Closed | -$3K | – | 1089 |
|
|
2022
Q3 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 946 |
|
|
2017
Q3 | – | Sell |
-22,024
| Closed | -$3.03M | – | 454 |
|
|
2017
Q2 | $3.03M | Buy |
22,024
+937
| +4% | +$129K | 0.43% | 52 |
|
|
2017
Q1 | $2.88M | Buy |
21,087
+312
| +2% | +$42.7K | 0.45% | 43 |
|
|
2016
Q4 | $2.46M | Buy |
20,775
+1,390
| +7% | +$164K | 0.43% | 67 |
|
|
2016
Q3 | $2.61M | Buy |
19,385
+1,634
| +9% | +$220K | 0.49% | 53 |
|
|
2016
Q2 | $2.28M | Sell |
17,751
-393
| -2% | -$50.5K | 0.46% | 61 |
|
|
2016
Q1 | $2.07M | Sell |
18,144
-293
| -2% | -$33.5K | 0.42% | 63 |
|
|
2015
Q4 | $2.05M | Sell |
18,437
-18,763
| -50% | -$2.09M | 0.42% | 59 |
|
|
2015
Q3 | $3.62M | Buy |
37,200
+17,837
| +92% | +$1.73M | 0.69% | 32 |
|
|
2015
Q2 | $1.88M | Buy |
19,363
+592
| +3% | +$57.5K | 0.38% | 61 |
|
|
2015
Q1 | $1.75M | Sell |
18,771
-469
| -2% | -$43.6K | 0.36% | 61 |
|
|
2014
Q4 | $1.56M | Sell |
19,240
-473
| -2% | -$38.3K | 0.34% | 66 |
|
|
2014
Q3 | $1.47M | Sell |
19,713
-305
| -2% | -$22.8K | 0.35% | 71 |
|
|
2014
Q2 | $1.45M | Buy |
20,018
+354
| +2% | +$25.7K | 0.35% | 79 |
|
|
2014
Q1 | $1.34M | Sell |
19,664
-258
| -1% | -$17.6K | 0.35% | 80 |
|
|
2013
Q4 | $1.38M | Buy |
19,922
+2,237
| +13% | +$155K | 0.37% | 71 |
|
|
2013
Q3 | $1.06M | Buy |
17,685
+487
| +3% | +$29.1K | 0.32% | 79 |
|
|
2013
Q2 | $1.01M | Buy |
+17,198
| New | +$1.01M | 0.32% | 78 |
|