Charles Schwab’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $228M | Buy |
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|
2025
Q2 | $222M | Buy |
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|
2025
Q1 | $203M | Buy |
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|
2024
Q4 | $203M | Buy |
|
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|
2024
Q3 | $225M | Buy |
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|
2024
Q2 | $164M | Buy |
|
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|
2024
Q1 | $177M | Buy |
|
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|
2023
Q4 | $160M | Buy |
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|
2023
Q3 | $116M | Buy |
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|
2023
Q2 | $147M | Buy |
|
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|
2023
Q1 | $126M | Buy |
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|
2022
Q4 | $120M | Buy |
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|
2022
Q3 | $103M | Buy |
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|
2022
Q2 | $106M | Buy |
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|
2022
Q1 | $136M | Buy |
|
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|
2021
Q4 | $164M | Buy |
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|
2021
Q3 | $139M | Buy |
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|
2021
Q2 | $130M | Buy |
|
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|
2021
Q1 | $96.4M | Sell |
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|
2020
Q4 | $106M | Sell |
|
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|
2020
Q3 | $94.2M | Sell |
|
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|
2020
Q2 | $111M | Sell |
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|
2020
Q1 | $78.4M | Sell |
|
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|
2019
Q4 | $92.6M | Buy |
|
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|
2019
Q3 | $91.9M | Buy |
|
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|
2019
Q2 | $86.7M | Buy |
|
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|
2019
Q1 | $74.2M | Buy |
|
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|
2018
Q4 | $44.9M | Buy |
|
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|
2018
Q3 | $61M | Buy |
|
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|
2018
Q2 | $57M | Buy |
|
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|
2018
Q1 | $51.3M | Buy |
|
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|
2017
Q4 | $50M | Buy |
|
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|
2017
Q3 | $42M | Buy |
|
|||||
|
2017
Q2 | $53M | Buy |
|
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|
2017
Q1 | $50.8M | Buy |
|
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|
2016
Q4 | $41.3M | Buy |
|
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|
2016
Q3 | $45.1M | Buy |
|
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|
2016
Q2 | $42.2M | Buy |
|
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|
2016
Q1 | $36.9M | Buy |
|
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|
2015
Q4 | $34.6M | Buy |
|
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|
2015
Q3 | $29.4M | Sell |
|
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|
2015
Q2 | $37.6M | Buy |
|
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|
2015
Q1 | $34.8M | Buy |
|
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|
2014
Q4 | $28.7M | Buy |
|
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|
2014
Q3 | $25.3M | Buy |
|
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|
2014
Q2 | $24M | Buy |
|
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|
2014
Q1 | $22.1M | Sell |
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|
2013
Q4 | $23.7M | Sell |
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|
2013
Q3 | $20.9M | Buy |
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|
2013
Q2 | $18.7M | Buy |
|