Dixon Hubard Feinour & Brown’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $1.77M | Sell |
9,664
-325
| -3% | -$59.4K | 0.21% | 107 |
|
2022
Q1 | $2.37M | Buy |
9,989
+119
| +1% | +$28.2K | 0.24% | 105 |
|
2021
Q4 | $2.89M | Buy |
9,870
+397
| +4% | +$116K | 0.28% | 91 |
|
2021
Q3 | $2.4M | Hold |
9,473
| – | – | 0.51% | 47 |
|
2021
Q2 | $2.27M | Sell |
9,473
-9,773
| -51% | -$2.34M | 0.47% | 51 |
|
2021
Q1 | $3.25M | Buy |
19,246
+9,623
| +100% | +$1.63M | 0.4% | 57 |
|
2020
Q4 | $1.51M | Hold |
9,623
| – | – | 0.39% | 50 |
|
2020
Q3 | $1.51M | Hold |
9,623
| – | – | 0.39% | 50 |
|
2020
Q2 | $1.56M | Sell |
9,623
-45
| -0.5% | -$7.31K | 0.41% | 48 |
|
2020
Q1 | $1.16M | Sell |
9,668
-313
| -3% | -$37.4K | 0.39% | 54 |
|
2019
Q4 | $1.4M | Sell |
9,981
-100
| -1% | -$14K | 0.36% | 64 |
|
2019
Q3 | $1.42M | Sell |
10,081
-277
| -3% | -$39K | 0.39% | 59 |
|
2019
Q2 | $1.4M | Hold |
10,358
| – | – | 0.4% | 60 |
|
2019
Q1 | $1.23M | Hold |
10,358
| – | – | 0.37% | 66 |
|
2018
Q4 | $965K | Sell |
10,358
-746
| -7% | -$69.5K | 0.36% | 70 |
|
2018
Q3 | $1.45M | Sell |
11,104
-1,815
| -14% | -$237K | 0.4% | 65 |
|
2018
Q2 | $1.62M | Hold |
12,919
| – | – | 0.47% | 59 |
|
2018
Q1 | $1.52M | Hold |
12,919
| – | – | 0.42% | 65 |
|
2017
Q4 | $1.52M | Sell |
12,919
-998
| -7% | -$118K | 0.41% | 63 |
|
2017
Q3 | $1.48M | Sell |
13,917
-893
| -6% | -$94.6K | 0.42% | 67 |
|
2017
Q2 | $2.04M | Sell |
14,810
-125
| -0.8% | -$17.2K | 0.59% | 52 |
|
2017
Q1 | $2.04M | Sell |
14,935
-400
| -3% | -$54.7K | 0.61% | 49 |
|
2016
Q4 | $1.81M | Hold |
15,335
| – | – | 0.58% | 51 |
|
2016
Q3 | $2.06M | Hold |
15,335
| – | – | 0.64% | 46 |
|
2016
Q2 | $1.97M | Hold |
15,335
| – | – | 0.63% | 45 |
|
2016
Q1 | $1.84M | Hold |
15,335
| – | – | 0.6% | 46 |
|
2015
Q4 | $1.71M | Buy |
15,335
+300
| +2% | +$33.4K | 0.54% | 50 |
|
2015
Q3 | $1.46M | Sell |
15,035
-225
| -1% | -$21.9K | 0.54% | 51 |
|
2015
Q2 | $1.48M | Sell |
15,260
-200
| -1% | -$19.4K | 0.46% | 60 |
|
2015
Q1 | $1.44M | Sell |
15,460
-83
| -0.5% | -$7.72K | 0.43% | 63 |
|
2014
Q4 | $1.26M | Sell |
15,543
-83
| -0.5% | -$6.71K | 0.39% | 66 |
|
2014
Q3 | $1.17M | Sell |
15,626
-84
| -0.5% | -$6.28K | 0.38% | 69 |
|
2014
Q2 | $1.14M | Sell |
15,710
-200
| -1% | -$14.5K | 0.37% | 71 |
|
2014
Q1 | $1.08M | Hold |
15,910
| – | – | 0.38% | 69 |
|
2013
Q4 | $1.1M | Sell |
15,910
-43,725
| -73% | -$3.02M | 0.41% | 62 |
|
2013
Q3 | $3.57M | Sell |
59,635
-285
| -0.5% | -$17.1K | 1.51% | 25 |
|
2013
Q2 | $3.53M | Buy |
+59,920
| New | +$3.53M | 1.57% | 24 |
|