Capstone Investment Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,993
| Closed | -$763K | – | 1497 |
|
|
2024
Q4 | $763K | Buy |
2,993
+2,801
| +1,459% | +$751K | 0.01% | 1159 |
|
|
2024
Q3 | $56.4K | Sell |
192
-794
| -81% | -$224K | ﹤0.01% | 1793 |
|
|
2024
Q2 | $239K | Buy |
986
+723
| +275% | +$172K | 0.01% | 1699 |
|
|
2024
Q1 | $70.4K | Buy |
+263
| New | +$66.9K | ﹤0.01% | 2186 |
|
|
2023
Q4 | – | Sell |
-10,349
| Closed | -$2.1M | – | 2192 |
|
|
2023
Q3 | $1.9M | Buy |
10,349
+9,409
| +1,001% | +$1.92M | 0.05% | 744 |
|
|
2023
Q2 | $221K | Sell |
940
-157
| -14% | -$33K | 0.01% | 1507 |
|
|
2023
Q1 | $223K | Buy |
1,097
+733
| +201% | +$153K | 0.01% | 1249 |
|
|
2022
Q4 | $70.7K | Sell |
364
-25,362
| -99% | -$4.63M | ﹤0.01% | 1433 |
|
|
2022
Q3 | $4.41M | Buy |
25,726
+9,594
| +59% | +$1.88M | 0.1% | 440 |
|
|
2022
Q2 | $2.95M | Buy |
16,132
+14,881
| +1,190% | +$2.98M | 0.07% | 610 |
|
|
2022
Q1 | $297K | Buy |
+1,251
| New | +$295K | 0.01% | 1589 |
|
|
2021
Q4 | – | Sell |
-9,358
| Closed | -$2.61M | – | 1932 |
|
|
2021
Q3 | $2.37M | Buy |
+9,358
| New | +$2.43M | 0.04% | 1132 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1824 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1790 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1743 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1479 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1408 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1234 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1436 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1419 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1421 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1342 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1297 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1323 |
|
|
2017
Q3 | – | Sell |
-4,722
| Closed | -$648K | – | 597 |
|
|
2017
Q2 | $648K | Sell |
4,722
-1,478
| -24% | -$203K | 0.03% | 379 |
|
|
2017
Q1 | $847K | Buy |
+6,200
| New | +$789K | 0.04% | 464 |
|
Other funds holding EFX
