Envestnet 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 | $74.2M | Sell |
286,094
-5,426
| -2% | -$1.41M | 0.02% | 601 |
|
|
2025
Q1 | $71M | Buy |
291,520
+4,894
| +2% | +$1.19M | 0.02% | 580 |
|
|
2024
Q4 | $73M | Buy |
286,626
+5,120
| +2% | +$1.3M | 0.02% | 567 |
|
|
2024
Q3 | $82.7M | Sell |
281,506
-424
| -0.2% | -$125K | 0.03% | 536 |
|
|
2024
Q2 | $68.4M | Buy |
281,930
+19,438
| +7% | +$4.71M | 0.02% | 550 |
|
|
2024
Q1 | $70.2M | Buy |
262,492
+25,869
| +11% | +$6.92M | 0.03% | 543 |
|
|
2023
Q4 | $58.5M | Buy |
236,623
+32,865
| +16% | +$8.13M | 0.02% | 551 |
|
|
2023
Q3 | $37.3M | Buy |
203,758
+51,693
| +34% | +$9.47M | 0.02% | 673 |
|
|
2023
Q2 | $35.8M | Sell |
152,065
-3,453
| -2% | -$812K | 0.02% | 631 |
|
|
2023
Q1 | $31.5M | Sell |
155,518
-12,135
| -7% | -$2.46M | 0.02% | 665 |
|
|
2022
Q4 | $32.6M | Sell |
167,653
-58,680
| -26% | -$11.4M | 0.02% | 624 |
|
|
2022
Q3 | $38.8M | Sell |
226,333
-5,026
| -2% | -$862K | 0.02% | 512 |
|
|
2022
Q2 | $42.3M | Buy |
231,359
+5,882
| +3% | +$1.08M | 0.02% | 495 |
|
|
2022
Q1 | $53.5M | Buy |
225,477
+80,768
| +56% | +$19.2M | 0.03% | 471 |
|
|
2021
Q4 | $42.4M | Buy |
144,709
+27,223
| +23% | +$7.97M | 0.02% | 539 |
|
|
2021
Q3 | $29.8M | Buy |
117,486
+8,669
| +8% | +$2.2M | 0.02% | 631 |
|
|
2021
Q2 | $26.1M | Buy |
108,817
+12,092
| +13% | +$2.9M | 0.01% | 680 |
|
|
2021
Q1 | $17.5M | Buy |
96,725
+12,588
| +15% | +$2.28M | 0.01% | 777 |
|
|
2020
Q4 | $16.2M | Buy |
84,137
+2,538
| +3% | +$489K | 0.01% | 705 |
|
|
2020
Q3 | $12.8M | Buy |
81,599
+20,832
| +34% | +$3.27M | 0.01% | 724 |
|
|
2020
Q2 | $10.4M | Buy |
60,767
+15,879
| +35% | +$2.73M | 0.01% | 766 |
|
|
2020
Q1 | $5.36M | Buy |
44,888
+18,744
| +72% | +$2.24M | 0.01% | 961 |
|
|
2019
Q4 | $3.66M | Sell |
26,144
-872
| -3% | -$122K | ﹤0.01% | 1299 |
|
|
2019
Q3 | $3.8M | Buy |
27,016
+11,648
| +76% | +$1.64M | ﹤0.01% | 1198 |
|
|
2019
Q2 | $2.08M | Buy |
15,368
+6,123
| +66% | +$828K | ﹤0.01% | 1533 |
|
|
2019
Q1 | $1.1M | Buy |
9,245
+2,925
| +46% | +$347K | ﹤0.01% | 1853 |
|
|
2018
Q4 | $589K | Buy |
+6,320
| New | +$589K | ﹤0.01% | 2050 |
|
|
2018
Q3 | – | Sell |
-5,166
| Closed | -$646K | – | 1620 |
|
|
2018
Q2 | $646K | Sell |
5,166
-12
| -0.2% | -$1.5K | ﹤0.01% | 1212 |
|
|
2018
Q1 | $610K | Sell |
5,178
-105
| -2% | -$12.4K | ﹤0.01% | 1129 |
|
|
2017
Q4 | $623K | Buy |
5,283
+151
| +3% | +$17.8K | ﹤0.01% | 1386 |
|
|
2017
Q3 | $545K | Sell |
5,132
-43,126
| -89% | -$4.58M | ﹤0.01% | 1420 |
|
|
2017
Q2 | $6.63M | Buy |
48,258
+28,540
| +145% | +$3.92M | 0.02% | 488 |
|
|
2017
Q1 | $2.7M | Sell |
19,718
-2,142
| -10% | -$293K | 0.01% | 811 |
|
|
2016
Q4 | $2.58M | Sell |
21,860
-2,278
| -9% | -$269K | 0.01% | 813 |
|
|
2016
Q3 | $3.25M | Sell |
24,138
-9,210
| -28% | -$1.24M | 0.01% | 752 |
|
|
2016
Q2 | $4.28M | Sell |
33,348
-2,658
| -7% | -$341K | 0.02% | 687 |
|
|
2016
Q1 | $4.12M | Buy |
36,006
+1,791
| +5% | +$205K | 0.02% | 669 |
|
|
2015
Q4 | $3.81M | Buy |
34,215
+4,955
| +17% | +$552K | 0.02% | 687 |
|
|
2015
Q3 | $2.84M | Sell |
29,260
-1,154
| -4% | -$112K | 0.01% | 795 |
|
|
2015
Q2 | $2.95M | Sell |
30,414
-1,225
| -4% | -$119K | 0.01% | 854 |
|
|
2015
Q1 | $2.94M | Buy |
31,639
+31,593
| +68,680% | +$2.94M | 0.02% | 792 |
|
|
2014
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 2190 |
|
|
2014
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 2412 |
|
|
2014
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 2418 |
|
|
2014
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 2204 |
|
|
2013
Q4 | $3K | Sell |
46
-44
| -49% | -$2.87K | ﹤0.01% | 2127 |
|
|
2013
Q3 | $5K | Sell |
90
-214
| -70% | -$11.9K | ﹤0.01% | 1914 |
|
|
2013
Q2 | $18K | Buy |
+304
| New | +$18K | ﹤0.01% | 1465 |
|