Ethic Inc’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.38M | Sell |
5,387
-231
| -4% | -$59.2K | 0.02% | 525 |
|
2025
Q1 | $1.37M | Buy |
5,618
+497
| +10% | +$121K | 0.03% | 515 |
|
2024
Q4 | $1.31M | Sell |
5,121
-8,578
| -63% | -$2.19M | 0.03% | 524 |
|
2024
Q3 | $3.66M | Buy |
13,699
+9,215
| +206% | +$2.47M | 0.09% | 249 |
|
2024
Q2 | $1.09M | Sell |
4,484
-9,215
| -67% | -$2.23M | 0.03% | 541 |
|
2024
Q1 | $3.66M | Buy |
13,699
+2,614
| +24% | +$699K | 0.09% | 249 |
|
2023
Q4 | $2.74M | Buy |
11,085
+3,560
| +47% | +$880K | 0.08% | 297 |
|
2023
Q3 | $1.38M | Sell |
7,525
-883
| -11% | -$162K | 0.05% | 393 |
|
2023
Q2 | $1.98M | Sell |
8,408
-2,160
| -20% | -$508K | 0.07% | 308 |
|
2023
Q1 | $2.14M | Buy |
10,568
+3,302
| +45% | +$670K | 0.09% | 277 |
|
2022
Q4 | $1.41M | Buy |
7,266
+1,920
| +36% | +$373K | 0.08% | 306 |
|
2022
Q3 | $916K | Sell |
5,346
-2,445
| -31% | -$419K | 0.06% | 351 |
|
2022
Q2 | $1.42M | Buy |
7,791
+424
| +6% | +$77.5K | 0.1% | 255 |
|
2022
Q1 | $1.75M | Buy |
7,367
+1,396
| +23% | +$331K | 0.12% | 218 |
|
2021
Q4 | $1.75M | Buy |
5,971
+1,796
| +43% | +$526K | 0.13% | 188 |
|
2021
Q3 | $1.06M | Buy |
4,175
+479
| +13% | +$121K | 0.11% | 229 |
|
2021
Q2 | $885K | Buy |
3,696
+1,724
| +87% | +$413K | 0.11% | 229 |
|
2021
Q1 | $357K | Buy |
1,972
+683
| +53% | +$124K | 0.06% | 343 |
|
2020
Q4 | $249K | Buy |
+1,289
| New | +$249K | 0.07% | 341 |
|