Caprock Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,569
| Closed | -$400K | – | 1106 |
|
|
2024
Q4 | $400K | Buy |
+1,569
| New | +$400K | 0.01% | 700 |
|
|
2024
Q3 | – | Sell |
-1,518
| Closed | -$368K | – | 923 |
|
|
2024
Q2 | $368K | Sell |
1,518
-659
| -30% | -$160K | 0.02% | 624 |
|
|
2024
Q1 | $583K | Buy |
2,177
+110
| +5% | +$29.4K | 0.03% | 362 |
|
|
2023
Q4 | $511K | Buy |
2,067
+772
| +60% | +$191K | 0.03% | 384 |
|
|
2023
Q3 | $237K | Sell |
1,295
-171
| -12% | -$31.3K | 0.02% | 563 |
|
|
2023
Q2 | $345K | Sell |
1,466
-474
| -24% | -$112K | 0.03% | 467 |
|
|
2023
Q1 | $394K | Buy |
1,940
+515
| +36% | +$105K | 0.03% | 421 |
|
|
2022
Q4 | $277K | Sell |
1,425
-748
| -34% | -$145K | 0.03% | 419 |
|
|
2022
Q3 | $373K | Buy |
2,173
+173
| +9% | +$29.7K | 0.04% | 350 |
|
|
2022
Q2 | $366K | Buy |
2,000
+991
| +98% | +$181K | 0.04% | 331 |
|
|
2022
Q1 | $239K | Buy |
1,009
+84
| +9% | +$19.9K | 0.02% | 502 |
|
|
2021
Q4 | $271K | Buy |
+925
| New | +$271K | 0.02% | 465 |
|