D.A. Davidson & Co’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
1,946
-2,848
| -59% | -$739K | ﹤0.01% | 1052 |
|
|
2025
Q1 | $1.17M | Buy |
4,794
+780
| +19% | +$190K | 0.01% | 717 |
|
|
2024
Q4 | $1.02M | Buy |
4,014
+2,900
| +260% | +$739K | 0.01% | 760 |
|
|
2024
Q3 | $327K | Hold |
1,114
| – | – | ﹤0.01% | 1159 |
|
|
2024
Q2 | $270K | Sell |
1,114
-50
| -4% | -$12.1K | ﹤0.01% | 1204 |
|
|
2024
Q1 | $311K | Buy |
1,164
+210
| +22% | +$56.2K | ﹤0.01% | 1164 |
|
|
2023
Q4 | $236K | Buy |
+954
| New | +$236K | ﹤0.01% | 1194 |
|
|
2018
Q3 | – | Sell |
-1,650
| Closed | -$206K | – | 1169 |
|
|
2018
Q2 | $206K | Sell |
1,650
-500
| -23% | -$62.4K | ﹤0.01% | 1027 |
|
|
2018
Q1 | $253K | Buy |
2,150
+250
| +13% | +$29.4K | 0.01% | 912 |
|
|
2017
Q4 | $224K | Buy |
+1,900
| New | +$224K | ﹤0.01% | 967 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$68K | – | 1320 |
|
|
2017
Q2 | $68K | Sell |
500
-200
| -29% | -$27.2K | ﹤0.01% | 1414 |
|
|
2017
Q1 | $95K | Hold |
700
| – | – | ﹤0.01% | 1271 |
|
|
2016
Q4 | $82K | Hold |
700
| – | – | ﹤0.01% | 1384 |
|
|
2016
Q3 | $94K | Sell |
700
-100
| -13% | -$13.4K | ﹤0.01% | 1247 |
|
|
2016
Q2 | $102K | Sell |
800
-300
| -27% | -$38.3K | ﹤0.01% | 1112 |
|
|
2016
Q1 | $125K | Hold |
1,100
| – | – | ﹤0.01% | 1026 |
|
|
2015
Q4 | $122K | Sell |
1,100
-200
| -15% | -$22.2K | ﹤0.01% | 1036 |
|
|
2015
Q3 | $126K | Sell |
1,300
-5
| -0.4% | -$485 | ﹤0.01% | 1003 |
|
|
2015
Q2 | $126K | Sell |
1,305
-200
| -13% | -$19.3K | ﹤0.01% | 1048 |
|
|
2015
Q1 | $139K | Hold |
1,505
| – | – | ﹤0.01% | 1005 |
|
|
2014
Q4 | $121K | Hold |
1,505
| – | – | ﹤0.01% | 1051 |
|
|
2014
Q3 | $112K | Sell |
1,505
-200
| -12% | -$14.9K | ﹤0.01% | 1064 |
|
|
2014
Q2 | $123K | Hold |
1,705
| – | – | ﹤0.01% | 1054 |
|
|
2014
Q1 | $115K | Sell |
1,705
-47
| -3% | -$3.17K | ﹤0.01% | 1064 |
|
|
2013
Q4 | $120K | Sell |
1,752
-136
| -7% | -$9.32K | ﹤0.01% | 1001 |
|
|
2013
Q3 | $110K | Sell |
1,888
-269
| -12% | -$15.7K | ﹤0.01% | 868 |
|
|
2013
Q2 | $125K | Buy |
+2,157
| New | +$125K | 0.01% | 803 |
|