Doheny Asset Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $648K | Hold |
2,500
| – | – | 0.45% | 43 |
|
2025
Q1 | $609K | Hold |
2,500
| – | – | 0.48% | 44 |
|
2024
Q4 | $637K | Hold |
2,500
| – | – | 0.48% | 43 |
|
2024
Q3 | $735K | Hold |
2,500
| – | – | 0.5% | 45 |
|
2024
Q2 | $606K | Hold |
2,500
| – | – | 0.43% | 49 |
|
2024
Q1 | $669K | Hold |
2,500
| – | – | 0.55% | 43 |
|
2023
Q4 | $618K | Hold |
2,500
| – | – | 0.61% | 47 |
|
2023
Q3 | $458K | Hold |
2,500
| – | – | 0.44% | 52 |
|
2023
Q2 | $588K | Hold |
2,500
| – | – | 0.5% | 49 |
|
2023
Q1 | $507K | Hold |
2,500
| – | – | 0.46% | 51 |
|
2022
Q4 | $486K | Hold |
2,500
| – | – | 0.56% | 50 |
|
2022
Q3 | $429K | Buy |
+2,500
| New | +$429K | 0.43% | 52 |
|
2022
Q1 | $593K | Hold |
2,500
| – | – | 0.43% | 55 |
|
2021
Q4 | $732K | Hold |
2,500
| – | – | 0.51% | 53 |
|
2021
Q3 | $634K | Hold |
2,500
| – | – | 0.45% | 60 |
|
2021
Q2 | $599K | Hold |
2,500
| – | – | 0.39% | 64 |
|
2021
Q1 | $453K | Hold |
2,500
| – | – | 0.31% | 71 |
|
2020
Q4 | $482K | Hold |
2,500
| – | – | 0.34% | 65 |
|
2020
Q3 | $392K | Hold |
2,500
| – | – | 0.32% | 70 |
|
2020
Q2 | $430K | Hold |
2,500
| – | – | 0.41% | 59 |
|
2020
Q1 | $350K | Hold |
2,500
| – | – | 0.28% | 78 |
|
2019
Q4 | $350K | Hold |
2,500
| – | – | 0.28% | 78 |
|
2019
Q3 | $352K | Hold |
2,500
| – | – | 0.31% | 74 |
|
2019
Q2 | $338K | Hold |
2,500
| – | – | 0.28% | 78 |
|
2019
Q1 | $296K | Hold |
2,500
| – | – | 0.25% | 83 |
|
2018
Q4 | $233K | Hold |
2,500
| – | – | 0.17% | 84 |
|
2018
Q3 | $326K | Hold |
2,500
| – | – | 0.17% | 89 |
|
2018
Q2 | $313K | Hold |
2,500
| – | – | 0.17% | 83 |
|
2018
Q1 | $295K | Hold |
2,500
| – | – | 0.15% | 90 |
|
2017
Q4 | $295K | Hold |
2,500
| – | – | 0.14% | 95 |
|
2017
Q3 | $265K | Hold |
2,500
| – | – | 0.12% | 97 |
|
2017
Q2 | $344K | Hold |
2,500
| – | – | 0.16% | 86 |
|
2017
Q1 | $342K | Hold |
2,500
| – | – | 0.15% | 90 |
|
2016
Q4 | $296K | Hold |
2,500
| – | – | 0.14% | 93 |
|
2016
Q3 | $336K | Hold |
2,500
| – | – | 0.17% | 83 |
|
2016
Q2 | $321K | Hold |
2,500
| – | – | 0.16% | 84 |
|
2016
Q1 | $286K | Hold |
2,500
| – | – | 0.15% | 84 |
|
2015
Q4 | $278K | Hold |
2,500
| – | – | 0.14% | 89 |
|
2015
Q3 | $243K | Hold |
2,500
| – | – | 0.13% | 92 |
|
2015
Q2 | $243K | Hold |
2,500
| – | – | 0.11% | 105 |
|
2015
Q1 | $232K | Hold |
2,500
| – | – | 0.11% | 104 |
|
2014
Q4 | $202K | Buy |
+2,500
| New | +$202K | 0.1% | 112 |
|