Fiduciary Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Sell |
3,461
-35
| -1% | -$9.08K | 0.08% | 162 |
|
|
2025
Q1 | $851K | Hold |
3,496
| – | – | 0.09% | 164 |
|
|
2024
Q4 | $891K | Sell |
3,496
-35
| -1% | -$8.92K | 0.09% | 157 |
|
|
2024
Q3 | $1.04M | Sell |
3,531
-67
| -2% | -$19.7K | 0.11% | 144 |
|
|
2024
Q2 | $872K | Sell |
3,598
-25
| -0.7% | -$6.06K | 0.09% | 153 |
|
|
2024
Q1 | $969K | Hold |
3,623
| – | – | 0.11% | 142 |
|
|
2023
Q4 | $896K | Sell |
3,623
-170
| -4% | -$42K | 0.11% | 133 |
|
|
2023
Q3 | $695K | Sell |
3,793
-80
| -2% | -$14.7K | 0.09% | 135 |
|
|
2023
Q2 | $911K | Sell |
3,873
-25
| -0.6% | -$5.88K | 0.11% | 125 |
|
|
2023
Q1 | $791K | Hold |
3,898
| – | – | 0.1% | 129 |
|
|
2022
Q4 | $758K | Hold |
3,898
| – | – | 0.1% | 132 |
|
|
2022
Q3 | $732K | Hold |
3,898
| – | – | 0.09% | 131 |
|
|
2022
Q2 | $851K | Sell |
3,898
-110
| -3% | -$24K | 0.11% | 124 |
|
|
2022
Q1 | $768K | Hold |
4,008
| – | – | 0.1% | 120 |
|
|
2021
Q4 | $1.17M | Sell |
4,008
-900
| -18% | -$264K | 0.13% | 106 |
|
|
2021
Q3 | $1.33M | Sell |
4,908
-1,145
| -19% | -$310K | 0.15% | 103 |
|
|
2021
Q2 | $1.55M | Buy |
6,053
+625
| +12% | +$160K | 0.18% | 89 |
|
|
2021
Q1 | $1.24M | Hold |
5,428
| – | – | 0.15% | 105 |
|
|
2020
Q4 | $960K | Hold |
5,428
| – | – | 0.13% | 108 |
|
|
2020
Q3 | $852K | Hold |
5,428
| – | – | 0.13% | 108 |
|
|
2020
Q2 | $933K | Hold |
5,428
| – | – | 0.16% | 95 |
|
|
2020
Q1 | $648K | Hold |
5,428
| – | – | 0.13% | 102 |
|
|
2019
Q4 | $761K | Sell |
5,428
-45
| -0.8% | -$6.31K | 0.12% | 104 |
|
|
2019
Q3 | $770K | Buy |
5,473
+45
| +0.8% | +$6.33K | 0.13% | 99 |
|
|
2019
Q2 | $734K | Hold |
5,428
| – | – | 0.13% | 102 |
|
|
2019
Q1 | $643K | Hold |
5,428
| – | – | 0.12% | 112 |
|
|
2018
Q4 | $506K | Hold |
5,428
| – | – | 0.1% | 115 |
|
|
2018
Q3 | $709K | Hold |
5,428
| – | – | 0.14% | 104 |
|
|
2018
Q2 | $679K | Hold |
5,428
| – | – | 0.14% | 100 |
|
|
2018
Q1 | $639K | Buy |
5,428
+800
| +17% | +$94.2K | 0.14% | 106 |
|
|
2017
Q4 | $546K | Hold |
4,628
| – | – | 0.12% | 119 |
|
|
2017
Q3 | $491K | Hold |
4,628
| – | – | 0.11% | 123 |
|
|
2017
Q2 | $636K | Hold |
4,628
| – | – | 0.15% | 111 |
|
|
2017
Q1 | $633K | Hold |
4,628
| – | – | 0.15% | 112 |
|
|
2016
Q4 | $547K | Sell |
4,628
-100
| -2% | -$11.8K | 0.14% | 116 |
|
|
2016
Q3 | $636K | Hold |
4,728
| – | – | 0.17% | 108 |
|
|
2016
Q2 | $607K | Sell |
4,728
-300
| -6% | -$38.5K | 0.17% | 110 |
|
|
2016
Q1 | $575K | Buy |
5,028
+300
| +6% | +$34.3K | 0.17% | 114 |
|
|
2015
Q4 | $527K | Hold |
4,728
| – | – | 0.16% | 114 |
|
|
2015
Q3 | $459K | Hold |
4,728
| – | – | 0.15% | 134 |
|
|
2015
Q2 | $459K | Buy |
+4,728
| New | +$459K | 0.14% | 141 |
|