Donaldson Capital 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 | $670K | Sell |
2,585
-1,629
| -39% | -$423K | 0.02% | 158 |
|
|
2025
Q1 | $1.03M | Hold |
4,214
| – | – | 0.04% | 132 |
|
|
2024
Q4 | $1.07M | Hold |
4,214
| – | – | 0.04% | 132 |
|
|
2024
Q3 | $1.24M | Hold |
4,214
| – | – | 0.05% | 124 |
|
|
2024
Q2 | $1.02M | Hold |
4,214
| – | – | 0.04% | 125 |
|
|
2024
Q1 | $1.13M | Sell |
4,214
-75
| -2% | -$20.1K | 0.05% | 119 |
|
|
2023
Q4 | $1.06M | Hold |
4,289
| – | – | 0.05% | 120 |
|
|
2023
Q3 | $786K | Hold |
4,289
| – | – | 0.04% | 136 |
|
|
2023
Q2 | $1.01M | Sell |
4,289
-292
| -6% | -$68.7K | 0.05% | 121 |
|
|
2023
Q1 | $929K | Sell |
4,581
-175
| -4% | -$35.5K | 0.04% | 119 |
|
|
2022
Q4 | $924K | Hold |
4,756
| – | – | 0.05% | 119 |
|
|
2022
Q3 | $815K | Hold |
4,756
| – | – | 0.04% | 124 |
|
|
2022
Q2 | $869K | Hold |
4,756
| – | – | 0.04% | 120 |
|
|
2022
Q1 | $1.13M | Sell |
4,756
-775
| -14% | -$184K | 0.05% | 118 |
|
|
2021
Q4 | $1.62M | Sell |
5,531
-56
| -1% | -$16.4K | 0.07% | 100 |
|
|
2021
Q3 | $1.42M | Sell |
5,587
-849
| -13% | -$215K | 0.07% | 97 |
|
|
2021
Q2 | $1.54M | Buy |
6,436
+11
| +0.2% | +$2.63K | 0.08% | 93 |
|
|
2021
Q1 | $1.16M | Sell |
6,425
-1,200
| -16% | -$217K | 0.06% | 103 |
|
|
2020
Q4 | $1.47M | Buy |
7,625
+1,800
| +31% | +$347K | 0.09% | 82 |
|
|
2020
Q3 | $914K | Sell |
5,825
-1,200
| -17% | -$188K | 0.06% | 97 |
|
|
2020
Q2 | $1.21M | Hold |
7,025
| – | – | 0.09% | 87 |
|
|
2020
Q1 | $839K | Sell |
7,025
-225
| -3% | -$26.9K | 0.07% | 94 |
|
|
2019
Q4 | $1.02M | Hold |
7,250
| – | – | 0.07% | 95 |
|
|
2019
Q3 | $1.02M | Hold |
7,250
| – | – | 0.08% | 94 |
|
|
2019
Q2 | $980K | Sell |
7,250
-2,000
| -22% | -$270K | 0.08% | 80 |
|
|
2019
Q1 | $1.1M | Hold |
9,250
| – | – | 0.1% | 75 |
|
|
2018
Q4 | $861K | Hold |
9,250
| – | – | 0.09% | 81 |
|
|
2018
Q3 | $1.21M | Hold |
9,250
| – | – | 0.11% | 77 |
|
|
2018
Q2 | $1.16M | Hold |
9,250
| – | – | 0.11% | 76 |
|
|
2018
Q1 | $1.09M | Sell |
9,250
-287
| -3% | -$33.8K | 0.11% | 78 |
|
|
2017
Q4 | $1.13M | Buy |
9,537
+285
| +3% | +$33.6K | 0.11% | 82 |
|
|
2017
Q3 | $981K | Sell |
9,252
-479
| -5% | -$50.8K | 0.1% | 82 |
|
|
2017
Q2 | $1.34M | Buy |
9,731
+479
| +5% | +$65.8K | 0.15% | 69 |
|
|
2017
Q1 | $1.27M | Sell |
9,252
-20
| -0.2% | -$2.74K | 0.15% | 67 |
|
|
2016
Q4 | $1.1M | Sell |
9,272
-45
| -0.5% | -$5.32K | 0.13% | 71 |
|
|
2016
Q3 | $1.25M | Sell |
9,317
-1,699
| -15% | -$229K | 0.17% | 62 |
|
|
2016
Q2 | $1.41M | Buy |
11,016
+1,766
| +19% | +$227K | 0.2% | 59 |
|
|
2016
Q1 | $1.06M | Hold |
9,250
| – | – | 0.15% | 61 |
|
|
2015
Q4 | $1.03M | Sell |
9,250
-228
| -2% | -$25.4K | 0.15% | 61 |
|
|
2015
Q3 | $921K | Buy |
9,478
+1
| +0% | +$97 | 0.14% | 65 |
|
|
2015
Q2 | $920K | Buy |
9,477
+1
| +0% | +$97 | 0.13% | 68 |
|
|
2015
Q1 | $881K | Sell |
9,476
-200
| -2% | -$18.6K | 0.12% | 66 |
|
|
2014
Q4 | $782K | Buy |
9,676
+1
| +0% | +$81 | 0.12% | 75 |
|
|
2014
Q3 | $723K | Hold |
9,675
| – | – | 0.11% | 71 |
|
|
2014
Q2 | $702K | Sell |
9,675
-600
| -6% | -$43.5K | 0.11% | 74 |
|
|
2014
Q1 | $699K | Hold |
10,275
| – | – | 0.13% | 64 |
|
|
2013
Q4 | $710K | Sell |
10,275
-18,925
| -65% | -$1.31M | 0.14% | 61 |
|
|
2013
Q3 | $1.75M | Buy |
29,200
+3,450
| +13% | +$207K | 0.37% | 47 |
|
|
2013
Q2 | $1.52M | Buy |
+25,750
| New | +$1.52M | 0.34% | 49 |
|