Capital Group Private Client Services’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Sell |
53,921
-1,669
| -3% | -$433K | 0.12% | 129 |
|
|
2025
Q1 | $13.5M | Sell |
55,590
-1,245
| -2% | -$303K | 0.13% | 127 |
|
|
2024
Q4 | $14.5M | Sell |
56,835
-1,012
| -2% | -$258K | 0.13% | 134 |
|
|
2024
Q3 | $17M | Sell |
57,847
-1,432
| -2% | -$421K | 0.16% | 128 |
|
|
2024
Q2 | $14.4M | Sell |
59,279
-1,059
| -2% | -$257K | 0.14% | 125 |
|
|
2024
Q1 | $16.1M | Buy |
60,338
+52,443
| +664% | +$14M | 0.16% | 124 |
|
|
2023
Q4 | $1.95M | Sell |
7,895
-1,684
| -18% | -$416K | 0.02% | 197 |
|
|
2023
Q3 | $1.75M | Sell |
9,579
-236
| -2% | -$43.2K | 0.02% | 190 |
|
|
2023
Q2 | $2.31M | Buy |
9,815
+47
| +0.5% | +$11.1K | 0.03% | 173 |
|
|
2023
Q1 | $1.98M | Buy |
+9,768
| New | +$1.98M | 0.02% | 173 |
|
|
2022
Q1 | – | Sell |
-47,450
| Closed | -$13.9M | – | 238 |
|
|
2021
Q4 | $13.9M | Sell |
47,450
-1,116
| -2% | -$327K | 0.15% | 120 |
|
|
2021
Q3 | $12.3M | Buy |
+48,566
| New | +$12.3M | 0.14% | 123 |
|