CAPTRUST Financial 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 | $27.2M | Sell |
104,908
-777
| -0.7% | -$202K | 0.06% | 252 |
|
|
2025
Q1 | $25.7M | Buy |
105,685
+93,125
| +741% | +$22.7M | 0.06% | 244 |
|
|
2024
Q4 | $3.2M | Buy |
12,560
+926
| +8% | +$236K | 0.01% | 683 |
|
|
2024
Q3 | $3.42M | Buy |
11,634
+26
| +0.2% | +$7.64K | 0.01% | 645 |
|
|
2024
Q2 | $2.81M | Sell |
11,608
-363
| -3% | -$88K | 0.01% | 681 |
|
|
2024
Q1 | $3.2M | Sell |
11,971
-4,042
| -25% | -$1.08M | 0.01% | 631 |
|
|
2023
Q4 | $3.96M | Sell |
16,013
-2,888
| -15% | -$714K | 0.01% | 636 |
|
|
2023
Q3 | $3.46M | Sell |
18,901
-11,013
| -37% | -$2.02M | 0.01% | 650 |
|
|
2023
Q2 | $13M | Buy |
29,914
+15,022
| +101% | +$6.54M | 0.05% | 271 |
|
|
2023
Q1 | $3.02M | Sell |
14,892
-273
| -2% | -$55.4K | 0.01% | 614 |
|
|
2022
Q4 | $2.95M | Buy |
15,165
+77
| +0.5% | +$15K | 0.01% | 594 |
|
|
2022
Q3 | $2.59M | Buy |
15,088
+830
| +6% | +$142K | 0.02% | 586 |
|
|
2022
Q2 | $2.61M | Buy |
14,258
+1,438
| +11% | +$263K | 0.02% | 532 |
|
|
2022
Q1 | $3.04M | Buy |
12,820
+1,070
| +9% | +$254K | 0.02% | 485 |
|
|
2021
Q4 | $3.44M | Sell |
11,750
-70
| -0.6% | -$20.5K | 0.02% | 445 |
|
|
2021
Q3 | $3M | Buy |
11,820
+268
| +2% | +$67.9K | 0.02% | 428 |
|
|
2021
Q2 | $2.77M | Buy |
11,552
+1,129
| +11% | +$270K | 0.03% | 418 |
|
|
2021
Q1 | $1.89M | Buy |
10,423
+1,154
| +12% | +$209K | 0.02% | 483 |
|
|
2020
Q4 | $1.79M | Buy |
9,269
+63
| +0.7% | +$12.1K | 0.02% | 435 |
|
|
2020
Q3 | $1.46M | Buy |
9,206
+500
| +6% | +$79K | 0.02% | 403 |
|
|
2020
Q2 | $1.51M | Buy |
8,706
+62
| +0.7% | +$10.8K | 0.02% | 406 |
|
|
2020
Q1 | $981K | Sell |
8,644
-514
| -6% | -$58.3K | 0.02% | 418 |
|
|
2019
Q4 | $1.3M | Buy |
9,158
+8,972
| +4,824% | +$1.28M | 0.02% | 450 |
|
|
2019
Q3 | $26K | Buy |
186
+53
| +40% | +$7.41K | ﹤0.01% | 1219 |
|
|
2019
Q2 | $18K | Buy |
133
+13
| +11% | +$1.76K | ﹤0.01% | 1303 |
|
|
2019
Q1 | $14K | Buy |
+120
| New | +$14K | ﹤0.01% | 1288 |
|