Chicago Partners Investment Group’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 | $258K | Buy |
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|
2025
Q2 | $226K | Buy |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $235K | Sell |
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|
2024
Q3 | $401K | Buy |
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $511K | Buy |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $768K | Buy |
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|
2023
Q2 | $851K | Sell |
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|
2023
Q1 | $859K | Buy |
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|
2022
Q4 | $949K | Buy |
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|
2022
Q3 | $704K | Buy |
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|
2022
Q2 | $878K | Sell |
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|
2022
Q1 | $797K | Buy |
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|
2021
Q4 | $913K | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $918K | Buy |
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|
2020
Q4 | $727K | Sell |
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|
2020
Q3 | $615K | Buy |
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|
2020
Q2 | $675K | Buy |
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|
2020
Q1 | $520K | Sell |
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|
2019
Q4 | $618K | Buy |
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|
2019
Q3 | $557K | Buy |
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|
2019
Q2 | $553K | Buy |
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|
2019
Q1 | $503K | Hold |
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|
2018
Q4 | $387K | Hold |
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|
2018
Q3 | $386K | Hold |
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|
2018
Q2 | $500K | Hold |
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|
2018
Q1 | $471K | Hold |
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|
2017
Q4 | $472K | Hold |
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|
2017
Q3 | $424K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $547K | Hold |
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|
2016
Q4 | $473K | Buy |
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