Chicago Partners Investment Group’s Equifax EFX Stock Holding History

Chicago Partners Investment Group’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Buy	920 +88	+11%	+$21.6K	0.01%	984
2025 Q1	$221K	Sell	832 -114	-12%	-$30.3K	0.01%	826
2024 Q4	$235K	Sell	946 -528	-36%	-$131K	0.01%	754
2024 Q3	$401K	Buy	1,474 +53	+4%	+$14.4K	0.01%	542
2024 Q2	$395K	Sell	1,421 -857	-38%	-$238K	0.02%	526
2024 Q1	$511K	Buy	2,278 +28	+1%	+$6.28K	0.02%	438
2023 Q4	$557K	Sell	2,250 -2,037	-48%	-$504K	0.03%	403
2023 Q3	$768K	Buy	4,287 +69	+2%	+$12.4K	0.04%	322
2023 Q2	$851K	Sell	4,218 -57	-1%	-$11.5K	0.04%	315
2023 Q1	$859K	Buy	4,275 +20	+0.5%	+$4.02K	0.05%	284
2022 Q4	$949K	Buy	4,255 +7	+0.2%	+$1.56K	0.06%	275
2022 Q3	$704K	Buy	4,248 +44	+1%	+$7.29K	0.05%	282
2022 Q2	$878K	Sell	4,204 -34	-0.8%	-$7.1K	0.06%	246
2022 Q1	$797K	Buy	4,238 +107	+3%	+$20.1K	0.06%	237
2021 Q4	$913K	Buy	4,131 +14	+0.3%	+$3.09K	0.06%	234
2021 Q3	$1.14M	Buy	4,117 +14	+0.3%	+$3.86K	0.08%	201
2021 Q2	$1.05M	Buy	4,103 +31	+0.8%	+$7.91K	0.08%	203
2021 Q1	$918K	Buy	4,072 +5	+0.1%	+$1.13K	0.08%	208
2020 Q4	$727K	Sell	4,067 -35	-0.9%	-$6.26K	0.07%	216
2020 Q3	$615K	Buy	4,102 +21	+0.5%	+$3.15K	0.07%	201
2020 Q2	$675K	Buy	4,081 +17	+0.4%	+$2.81K	0.08%	179
2020 Q1	$520K	Sell	4,064 -25	-0.6%	-$3.2K	0.08%	185
2019 Q4	$618K	Buy	4,089 +44	+1%	+$6.65K	0.08%	192
2019 Q3	$557K	Buy	4,045 +36	+0.9%	+$4.96K	0.08%	192
2019 Q2	$553K	Buy	4,009 +9	+0.2%	+$1.24K	0.08%	175
2019 Q1	$503K	Hold	4,000	–	–	0.07%	183
2018 Q4	$387K	Hold	4,000	–	–	0.06%	225
2018 Q3	$386K	Hold	4,000	–	–	0.06%	221
2018 Q2	$500K	Hold	4,000	–	–	0.08%	172
2018 Q1	$471K	Hold	4,000	–	–	0.08%	161
2017 Q4	$472K	Hold	4,000	–	–	0.08%	170
2017 Q3	$424K	Buy	+4,000	New	+$424K	0.07%	177
2017 Q2	–	Sell	-4,000	Closed	-$547K	–	677
2017 Q1	$547K	Hold	4,000	–	–	0.15%	103
2016 Q4	$473K	Buy	+4,000	New	+$473K	0.17%	100