Charles Schwab’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222M | Buy |
854,929
+21,684
| +3% | +$5.62M | 0.04% | 375 |
|
|
2025
Q1 | $203M | Buy |
833,245
+36,123
| +5% | +$8.8M | 0.04% | 377 |
|
|
2024
Q4 | $203M | Buy |
797,122
+29,986
| +4% | +$7.64M | 0.04% | 384 |
|
|
2024
Q3 | $225M | Buy |
767,136
+88,895
| +13% | +$26.1M | 0.04% | 340 |
|
|
2024
Q2 | $164M | Buy |
678,241
+17,641
| +3% | +$4.28M | 0.03% | 441 |
|
|
2024
Q1 | $177M | Buy |
660,600
+12,396
| +2% | +$3.32M | 0.04% | 389 |
|
|
2023
Q4 | $160M | Buy |
648,204
+15,842
| +3% | +$3.92M | 0.04% | 384 |
|
|
2023
Q3 | $116M | Buy |
632,362
+8,329
| +1% | +$1.53M | 0.03% | 447 |
|
|
2023
Q2 | $147M | Buy |
624,033
+1,911
| +0.3% | +$450K | 0.04% | 381 |
|
|
2023
Q1 | $126M | Buy |
622,122
+5,432
| +0.9% | +$1.1M | 0.04% | 413 |
|
|
2022
Q4 | $120M | Buy |
616,690
+16,503
| +3% | +$3.21M | 0.04% | 419 |
|
|
2022
Q3 | $103M | Buy |
600,187
+18,749
| +3% | +$3.21M | 0.04% | 431 |
|
|
2022
Q2 | $106M | Buy |
581,438
+7,174
| +1% | +$1.31M | 0.04% | 431 |
|
|
2022
Q1 | $136M | Buy |
574,264
+14,582
| +3% | +$3.46M | 0.04% | 400 |
|
|
2021
Q4 | $164M | Buy |
559,682
+12,905
| +2% | +$3.78M | 0.05% | 358 |
|
|
2021
Q3 | $139M | Buy |
546,777
+5,080
| +0.9% | +$1.29M | 0.05% | 374 |
|
|
2021
Q2 | $130M | Buy |
541,697
+9,319
| +2% | +$2.23M | 0.04% | 393 |
|
|
2021
Q1 | $96.4M | Sell |
532,378
-19,355
| -4% | -$3.51M | 0.04% | 469 |
|
|
2020
Q4 | $106M | Sell |
551,733
-48,568
| -8% | -$9.37M | 0.04% | 392 |
|
|
2020
Q3 | $94.2M | Sell |
600,301
-48,152
| -7% | -$7.56M | 0.04% | 381 |
|
|
2020
Q2 | $111M | Sell |
648,453
-7,754
| -1% | -$1.33M | 0.05% | 314 |
|
|
2020
Q1 | $78.4M | Sell |
656,207
-4,812
| -0.7% | -$575K | 0.05% | 358 |
|
|
2019
Q4 | $92.6M | Buy |
661,019
+7,507
| +1% | +$1.05M | 0.05% | 352 |
|
|
2019
Q3 | $91.9M | Buy |
653,512
+12,578
| +2% | +$1.77M | 0.05% | 324 |
|
|
2019
Q2 | $86.7M | Buy |
640,934
+14,815
| +2% | +$2M | 0.05% | 349 |
|
|
2019
Q1 | $74.2M | Buy |
626,119
+143,701
| +30% | +$17M | 0.05% | 374 |
|
|
2018
Q4 | $44.9M | Buy |
482,418
+15,187
| +3% | +$1.41M | 0.03% | 496 |
|
|
2018
Q3 | $61M | Buy |
467,231
+11,852
| +3% | +$1.55M | 0.04% | 434 |
|
|
2018
Q2 | $57M | Buy |
455,379
+19,727
| +5% | +$2.47M | 0.04% | 437 |
|
|
2018
Q1 | $51.3M | Buy |
435,652
+11,290
| +3% | +$1.33M | 0.04% | 465 |
|
|
2017
Q4 | $50M | Buy |
424,362
+27,973
| +7% | +$3.3M | 0.04% | 451 |
|
|
2017
Q3 | $42M | Buy |
396,389
+10,508
| +3% | +$1.11M | 0.04% | 482 |
|
|
2017
Q2 | $53M | Buy |
385,881
+14,724
| +4% | +$2.02M | 0.05% | 369 |
|
|
2017
Q1 | $50.8M | Buy |
371,157
+21,514
| +6% | +$2.94M | 0.05% | 359 |
|
|
2016
Q4 | $41.3M | Buy |
349,643
+14,740
| +4% | +$1.74M | 0.05% | 387 |
|
|
2016
Q3 | $45.1M | Buy |
334,903
+5,872
| +2% | +$790K | 0.05% | 347 |
|
|
2016
Q2 | $42.2M | Buy |
329,031
+5,743
| +2% | +$737K | 0.05% | 354 |
|
|
2016
Q1 | $36.9M | Buy |
323,288
+12,863
| +4% | +$1.47M | 0.05% | 378 |
|
|
2015
Q4 | $34.6M | Buy |
310,425
+7,504
| +2% | +$836K | 0.05% | 371 |
|
|
2015
Q3 | $29.4M | Sell |
302,921
-84,800
| -22% | -$8.24M | 0.04% | 406 |
|
|
2015
Q2 | $37.6M | Buy |
387,721
+13,332
| +4% | +$1.29M | 0.05% | 357 |
|
|
2015
Q1 | $34.8M | Buy |
374,389
+18,981
| +5% | +$1.77M | 0.05% | 372 |
|
|
2014
Q4 | $28.7M | Buy |
355,408
+16,443
| +5% | +$1.33M | 0.04% | 409 |
|
|
2014
Q3 | $25.3M | Buy |
338,965
+8,477
| +3% | +$634K | 0.04% | 413 |
|
|
2014
Q2 | $24M | Buy |
330,488
+6,201
| +2% | +$450K | 0.04% | 419 |
|
|
2014
Q1 | $22.1M | Sell |
324,287
-18,505
| -5% | -$1.26M | 0.04% | 427 |
|
|
2013
Q4 | $23.7M | Sell |
342,792
-6,940
| -2% | -$479K | 0.05% | 386 |
|
|
2013
Q3 | $20.9M | Buy |
349,732
+34,751
| +11% | +$2.08M | 0.04% | 395 |
|
|
2013
Q2 | $18.7M | Buy |
+314,981
| New | +$18.7M | 0.04% | 401 |
|