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