Cerity Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
13,788
-541
| -4% | -$140K | 0.01% | 962 |
|
|
2025
Q1 | $3.49M | Sell |
14,329
-1,746
| -11% | -$425K | 0.01% | 867 |
|
|
2024
Q4 | $4.49M | Sell |
16,075
-437
| -3% | -$122K | 0.01% | 754 |
|
|
2024
Q3 | $4.85M | Buy |
16,512
+1,704
| +12% | +$501K | 0.01% | 704 |
|
|
2024
Q2 | $3.59M | Sell |
14,808
-1,059
| -7% | -$257K | 0.01% | 709 |
|
|
2024
Q1 | $4.25M | Buy |
15,867
+10,150
| +178% | +$2.72M | 0.01% | 694 |
|
|
2023
Q4 | $1.41M | Buy |
5,717
+3,123
| +120% | +$772K | ﹤0.01% | 871 |
|
|
2023
Q3 | $475K | Sell |
2,594
-3,145
| -55% | -$576K | ﹤0.01% | 992 |
|
|
2023
Q2 | $1.35M | Buy |
5,739
+977
| +21% | +$230K | 0.01% | 830 |
|
|
2023
Q1 | $5.24M | Buy |
4,762
+1,710
| +56% | +$1.88M | 0.01% | 485 |
|
|
2022
Q4 | $597K | Buy |
3,052
+758
| +33% | +$148K | ﹤0.01% | 861 |
|
|
2022
Q3 | $393K | Sell |
2,294
-179
| -7% | -$30.7K | ﹤0.01% | 795 |
|
|
2022
Q2 | $452K | Sell |
2,473
-654
| -21% | -$120K | 0.01% | 774 |
|
|
2022
Q1 | $532K | Buy |
3,127
+1,337
| +75% | +$227K | 0.01% | 577 |
|
|
2021
Q4 | $524K | Buy |
1,790
+425
| +31% | +$124K | 0.01% | 579 |
|
|
2021
Q3 | $346K | Buy |
1,365
+131
| +11% | +$33.2K | 0.01% | 541 |
|
|
2021
Q2 | $296K | Sell |
1,234
-54
| -4% | -$13K | 0.01% | 580 |
|
|
2021
Q1 | $233K | Sell |
1,288
-10
| -0.8% | -$1.81K | 0.01% | 619 |
|
|
2020
Q4 | $250K | Buy |
+1,298
| New | +$250K | 0.01% | 556 |
|
|
2019
Q2 | – | Sell |
-1,998
| Closed | -$237K | – | 509 |
|
|
2019
Q1 | $237K | Sell |
1,998
-891
| -31% | -$106K | 0.02% | 462 |
|
|
2018
Q4 | $269K | Sell |
2,889
-66
| -2% | -$6.15K | 0.02% | 425 |
|
|
2018
Q3 | $386K | Buy |
2,955
+822
| +39% | +$107K | 0.03% | 374 |
|
|
2018
Q2 | $267K | Buy |
2,133
+325
| +18% | +$40.7K | 0.02% | 448 |
|
|
2018
Q1 | $213K | Sell |
1,808
-47
| -3% | -$5.54K | 0.02% | 493 |
|
|
2017
Q4 | $219K | Buy |
+1,855
| New | +$219K | 0.01% | 512 |
|
|
2017
Q3 | – | Sell |
-6,825
| Closed | -$528K | – | 568 |
|
|
2017
Q2 | $528K | Buy |
6,825
+5,249
| +333% | +$406K | 0.04% | 226 |
|
|
2017
Q1 | $216K | Buy |
+1,576
| New | +$216K | 0.02% | 406 |
|