FDx Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,490
| Closed | -$1.11M | – | 438 |
|
|
2023
Q4 | $1.11M | Buy |
4,490
+2,483
| +124% | +$614K | 0.09% | 231 |
|
|
2023
Q3 | $368K | Sell |
2,007
-1,488
| -43% | -$273K | 0.03% | 420 |
|
|
2023
Q2 | $822K | Sell |
3,495
-1,770
| -34% | -$416K | 0.05% | 339 |
|
|
2023
Q1 | $1.02M | Hold |
5,265
| – | – | 0.04% | 287 |
|
|
2022
Q4 | $1.02M | Sell |
5,265
-1,940
| -27% | -$377K | 0.04% | 287 |
|
|
2022
Q3 | $1.24M | Buy |
7,205
+150
| +2% | +$25.7K | 0.06% | 251 |
|
|
2022
Q2 | $1.29M | Buy |
7,055
+90
| +1% | +$16.5K | 0.05% | 272 |
|
|
2022
Q1 | $1.65M | Buy |
6,965
+459
| +7% | +$109K | 0.06% | 240 |
|
|
2021
Q4 | $1.91M | Buy |
6,506
+471
| +8% | +$138K | 0.05% | 238 |
|
|
2021
Q3 | $1.53M | Buy |
6,035
+1,028
| +21% | +$260K | 0.05% | 257 |
|
|
2021
Q2 | $1.2M | Buy |
5,007
+731
| +17% | +$175K | 0.04% | 289 |
|
|
2021
Q1 | $774K | Buy |
4,276
+1,433
| +50% | +$259K | 0.03% | 360 |
|
|
2020
Q4 | $548K | Buy |
2,843
+802
| +39% | +$155K | 0.02% | 415 |
|
|
2020
Q3 | $320K | Buy |
+2,041
| New | +$320K | 0.02% | 475 |
|
|
2017
Q3 | – | Sell |
-5,043
| Closed | -$693K | – | 1257 |
|
|
2017
Q2 | $693K | Buy |
5,043
+1,327
| +36% | +$182K | 0.02% | 641 |
|
|
2017
Q1 | $508K | Sell |
3,716
-528
| -12% | -$72.2K | 0.02% | 777 |
|
|
2016
Q4 | $502K | Buy |
4,244
+1,260
| +42% | +$149K | 0.01% | 768 |
|
|
2016
Q3 | $402K | Sell |
2,984
-2,522
| -46% | -$340K | 0.02% | 696 |
|
|
2016
Q2 | $707K | Sell |
5,506
-1,516
| -22% | -$195K | 0.03% | 468 |
|
|
2016
Q1 | $803K | Sell |
7,022
-105
| -1% | -$12K | 0.04% | 440 |
|
|
2015
Q4 | $794K | Sell |
7,127
-885
| -11% | -$98.6K | 0.04% | 420 |
|
|
2015
Q3 | $779K | Sell |
8,012
-347
| -4% | -$33.7K | 0.07% | 320 |
|
|
2015
Q2 | $812K | Buy |
8,359
+659
| +9% | +$64K | 0.04% | 394 |
|
|
2015
Q1 | $718K | Sell |
7,700
-492
| -6% | -$45.9K | 0.02% | 747 |
|
|
2014
Q4 | $662K | Sell |
8,192
-255
| -3% | -$20.6K | 0.04% | 446 |
|
|
2014
Q3 | $631K | Buy |
8,447
+30
| +0.4% | +$2.24K | 0.04% | 480 |
|
|
2014
Q2 | $611K | Buy |
8,417
+4,357
| +107% | +$316K | 0.04% | 512 |
|
|
2014
Q1 | $276K | Buy |
4,060
+75
| +2% | +$5.1K | 0.02% | 640 |
|
|
2013
Q4 | $275K | Buy |
3,985
+474
| +14% | +$32.7K | 0.03% | 558 |
|
|
2013
Q3 | $210K | Sell |
3,511
-416
| -11% | -$24.9K | 0.02% | 544 |
|
|
2013
Q2 | $231K | Buy |
+3,927
| New | +$231K | 0.03% | 449 |
|