Deroy & Devereaux Private Investment Counsel’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,315
| Closed | -$320K | – | 173 |
|
2025
Q1 | $320K | Sell |
1,315
-3
| -0.2% | -$730 | 0.02% | 143 |
|
2024
Q4 | $336K | Buy |
1,318
+3
| +0.2% | +$765 | 0.02% | 142 |
|
2024
Q3 | $386K | Hold |
1,315
| – | – | 0.02% | 140 |
|
2024
Q2 | $319K | Hold |
1,315
| – | – | 0.02% | 144 |
|
2024
Q1 | $352K | Hold |
1,315
| – | – | 0.02% | 145 |
|
2023
Q4 | $325K | Hold |
1,315
| – | – | 0.02% | 151 |
|
2023
Q3 | $241K | Hold |
1,315
| – | – | 0.02% | 164 |
|
2023
Q2 | $309K | Sell |
1,315
-50
| -4% | -$11.7K | 0.02% | 152 |
|
2023
Q1 | $277K | Hold |
1,365
| – | – | 0.02% | 128 |
|
2022
Q4 | $265K | Hold |
1,365
| – | – | 0.02% | 128 |
|
2022
Q3 | $234K | Hold |
1,365
| – | – | 0.02% | 125 |
|
2022
Q2 | $249K | Hold |
1,365
| – | – | 0.02% | 126 |
|
2022
Q1 | $324K | Hold |
1,365
| – | – | 0.02% | 129 |
|
2021
Q4 | $400K | Sell |
1,365
-35
| -3% | -$10.3K | 0.03% | 119 |
|
2021
Q3 | $355K | Hold |
1,400
| – | – | 0.03% | 123 |
|
2021
Q2 | $335K | Sell |
1,400
-283
| -17% | -$67.7K | 0.03% | 128 |
|
2021
Q1 | $305K | Buy |
1,683
+83
| +5% | +$15K | 0.02% | 132 |
|
2020
Q4 | $309K | Hold |
1,600
| – | – | 0.03% | 129 |
|
2020
Q3 | $251K | Hold |
1,600
| – | – | 0.03% | 130 |
|
2020
Q2 | $275K | Buy |
+1,600
| New | +$275K | 0.03% | 122 |
|
2020
Q1 | – | Sell |
-1,600
| Closed | -$224K | – | 143 |
|
2019
Q4 | $224K | Hold |
1,600
| – | – | 0.02% | 133 |
|
2019
Q3 | $225K | Hold |
1,600
| – | – | 0.02% | 135 |
|
2019
Q2 | $216K | Buy |
+1,600
| New | +$216K | 0.02% | 138 |
|
2018
Q4 | – | Sell |
-1,600
| Closed | -$209K | – | 165 |
|
2018
Q3 | $209K | Hold |
1,600
| – | – | 0.02% | 173 |
|
2018
Q2 | $200K | Buy |
+1,600
| New | +$200K | 0.02% | 161 |
|
2018
Q1 | – | Sell |
-1,719
| Closed | -$203K | – | 171 |
|
2017
Q4 | $203K | Buy |
+1,719
| New | +$203K | 0.02% | 165 |
|
2017
Q3 | – | Sell |
-2,119
| Closed | -$291K | – | 167 |
|
2017
Q2 | $291K | Buy |
2,119
+119
| +6% | +$16.3K | 0.03% | 130 |
|
2017
Q1 | $273K | Sell |
2,000
-250
| -11% | -$34.1K | 0.03% | 135 |
|
2016
Q4 | $266K | Hold |
2,250
| – | – | 0.03% | 133 |
|
2016
Q3 | $303K | Sell |
2,250
-350
| -13% | -$47.1K | 0.04% | 128 |
|
2016
Q2 | $334K | Sell |
2,600
-150
| -5% | -$19.3K | 0.04% | 130 |
|
2016
Q1 | $314K | Hold |
2,750
| – | – | 0.04% | 132 |
|
2015
Q4 | $306K | Hold |
2,750
| – | – | 0.04% | 131 |
|
2015
Q3 | $267K | Buy |
2,750
+650
| +31% | +$63.1K | 0.04% | 133 |
|
2015
Q2 | $204K | Buy |
+2,100
| New | +$204K | 0.03% | 153 |
|