Capstone 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
Q1 | – | Sell |
-2,993
| Closed | -$763K | – | 629 |
|
|
2024
Q4 | $763K | Buy |
2,993
+2,801
| +1,459% | +$714K | ﹤0.01% | 416 |
|
|
2024
Q3 | $56.4K | Sell |
192
-794
| -81% | -$233K | ﹤0.01% | 784 |
|
|
2024
Q2 | $239K | Buy |
986
+723
| +275% | +$175K | ﹤0.01% | 854 |
|
|
2024
Q1 | $70.4K | Buy |
+263
| New | +$70.4K | ﹤0.01% | 1265 |
|
|
2023
Q4 | – | Sell |
-10,349
| Closed | -$1.9M | – | 1160 |
|
|
2023
Q3 | $1.9M | Buy |
10,349
+9,409
| +1,001% | +$1.72M | 0.01% | 288 |
|
|
2023
Q2 | $221K | Sell |
940
-157
| -14% | -$36.9K | ﹤0.01% | 662 |
|
|
2023
Q1 | $223K | Buy |
1,097
+733
| +201% | +$149K | ﹤0.01% | 429 |
|
|
2022
Q4 | $70.7K | Sell |
364
-25,362
| -99% | -$4.93M | ﹤0.01% | 605 |
|
|
2022
Q3 | $4.41M | Buy |
25,726
+9,594
| +59% | +$1.64M | 0.03% | 214 |
|
|
2022
Q2 | $2.95M | Buy |
16,132
+14,881
| +1,190% | +$2.72M | 0.01% | 258 |
|
|
2022
Q1 | $297K | Buy |
+1,251
| New | +$297K | ﹤0.01% | 565 |
|
|
2021
Q4 | – | Sell |
-9,358
| Closed | -$2.37M | – | 879 |
|
|
2021
Q3 | $2.37M | Buy |
+9,358
| New | +$2.37M | ﹤0.01% | 305 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 774 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 689 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 633 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 425 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 391 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 371 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 471 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 428 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 480 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 427 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 438 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 497 |
|
|
2017
Q3 | – | Sell |
-4,722
| Closed | -$648K | – | 480 |
|
|
2017
Q2 | $648K | Sell |
4,722
-1,478
| -24% | -$203K | 0.02% | 315 |
|
|
2017
Q1 | $847K | Buy |
+6,200
| New | +$847K | 0.02% | 338 |
|