Capital Investment 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 | $1.15M | Buy |
4,443
+1,072
| +32% | +$278K | 0.02% | 311 |
|
|
2025
Q1 | $821K | Buy |
3,371
+20
| +0.6% | +$4.87K | 0.02% | 350 |
|
|
2024
Q4 | $854K | Buy |
3,351
+75
| +2% | +$19.1K | 0.02% | 330 |
|
|
2024
Q3 | $963K | Sell |
3,276
-1,860
| -36% | -$547K | 0.02% | 303 |
|
|
2024
Q2 | $1.25M | Sell |
5,136
-469
| -8% | -$114K | 0.03% | 262 |
|
|
2024
Q1 | $1.5M | Sell |
5,605
-419
| -7% | -$112K | 0.03% | 232 |
|
|
2023
Q4 | $1.49M | Buy |
6,024
+2,941
| +95% | +$727K | 0.04% | 228 |
|
|
2023
Q3 | $565K | Sell |
3,083
-214
| -6% | -$39.2K | 0.02% | 333 |
|
|
2023
Q2 | $776K | Sell |
3,297
-29
| -0.9% | -$6.82K | 0.02% | 272 |
|
|
2023
Q1 | $675K | Sell |
3,326
-16
| -0.5% | -$3.25K | 0.02% | 306 |
|
|
2022
Q4 | $650K | Sell |
3,342
-77
| -2% | -$15K | 0.02% | 312 |
|
|
2022
Q3 | $586K | Sell |
3,419
-26
| -0.8% | -$4.46K | 0.02% | 314 |
|
|
2022
Q2 | $630K | Buy |
3,445
+13
| +0.4% | +$2.38K | 0.02% | 316 |
|
|
2022
Q1 | $814K | Buy |
3,432
+43
| +1% | +$10.2K | 0.02% | 299 |
|
|
2021
Q4 | $992K | Sell |
3,389
-65
| -2% | -$19K | 0.03% | 275 |
|
|
2021
Q3 | $875K | Sell |
3,454
-11
| -0.3% | -$2.79K | 0.03% | 287 |
|
|
2021
Q2 | $830K | Buy |
3,465
+78
| +2% | +$18.7K | 0.03% | 304 |
|
|
2021
Q1 | $614K | Sell |
3,387
-150
| -4% | -$27.2K | 0.02% | 325 |
|
|
2020
Q4 | $682K | Sell |
3,537
-71
| -2% | -$13.7K | 0.03% | 300 |
|
|
2020
Q3 | $566K | Sell |
3,608
-522
| -13% | -$81.9K | 0.03% | 300 |
|
|
2020
Q2 | $710K | Sell |
4,130
-2
| -0% | -$344 | 0.04% | 269 |
|
|
2020
Q1 | $494K | Sell |
4,132
-134
| -3% | -$16K | 0.03% | 281 |
|
|
2019
Q4 | $598K | Buy |
4,266
+81
| +2% | +$11.4K | 0.03% | 295 |
|
|
2019
Q3 | $589K | Sell |
4,185
-358
| -8% | -$50.4K | 0.03% | 286 |
|
|
2019
Q2 | $614K | Sell |
4,543
-170
| -4% | -$23K | 0.03% | 277 |
|
|
2019
Q1 | $558K | Sell |
4,713
-75
| -2% | -$8.88K | 0.03% | 285 |
|
|
2018
Q4 | $446K | Sell |
4,788
-123
| -3% | -$11.5K | 0.03% | 305 |
|
|
2018
Q3 | $641K | Sell |
4,911
-110
| -2% | -$14.4K | 0.04% | 262 |
|
|
2018
Q2 | $628K | Buy |
5,021
+137
| +3% | +$17.1K | 0.04% | 255 |
|
|
2018
Q1 | $575K | Buy |
4,884
+306
| +7% | +$36K | 0.04% | 272 |
|
|
2017
Q4 | $540K | Buy |
4,578
+313
| +7% | +$36.9K | 0.04% | 282 |
|
|
2017
Q3 | $452K | Buy |
4,265
+1,070
| +33% | +$113K | 0.03% | 296 |
|
|
2017
Q2 | $439K | Buy |
3,195
+693
| +28% | +$95.2K | 0.03% | 298 |
|
|
2017
Q1 | $342K | Buy |
2,502
+39
| +2% | +$5.33K | 0.03% | 339 |
|
|
2016
Q4 | $291K | Buy |
2,463
+363
| +17% | +$42.9K | 0.02% | 354 |
|
|
2016
Q3 | $283K | Buy |
2,100
+1
| +0% | +$135 | 0.02% | 345 |
|
|
2016
Q2 | $270K | Buy |
2,099
+138
| +7% | +$17.8K | 0.03% | 345 |
|
|
2016
Q1 | $224K | Hold |
1,961
| – | – | 0.02% | 368 |
|
|
2015
Q4 | $218K | Buy |
+1,961
| New | +$218K | 0.02% | 374 |
|