Fiduciary Trust’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
5,799
-215
| -4% | -$55.8K | 0.02% | 324 |
|
|
2025
Q1 | $1.46M | Buy |
6,014
+69
| +1% | +$16.8K | 0.02% | 319 |
|
|
2024
Q4 | $1.52M | Sell |
5,945
-1
| -0% | -$255 | 0.02% | 289 |
|
|
2024
Q3 | $1.75M | Hold |
5,946
| – | – | 0.02% | 279 |
|
|
2024
Q2 | $1.44M | Hold |
5,946
| – | – | 0.02% | 286 |
|
|
2024
Q1 | $1.59M | Hold |
5,946
| – | – | 0.02% | 277 |
|
|
2023
Q4 | $1.47M | Hold |
5,946
| – | – | 0.02% | 280 |
|
|
2023
Q3 | $1.09M | Hold |
5,946
| – | – | 0.02% | 307 |
|
|
2023
Q2 | $1.4M | Buy |
5,946
+1
| +0% | +$235 | 0.02% | 282 |
|
|
2023
Q1 | $1.21M | Hold |
5,945
| – | – | 0.02% | 296 |
|
|
2022
Q4 | $1.16M | Sell |
5,945
-175
| -3% | -$34K | 0.02% | 314 |
|
|
2022
Q3 | $1.05M | Sell |
6,120
-100
| -2% | -$17.1K | 0.02% | 313 |
|
|
2022
Q2 | $1.14M | Sell |
6,220
-60
| -1% | -$11K | 0.02% | 308 |
|
|
2022
Q1 | $1.49M | Hold |
6,280
| – | – | 0.03% | 292 |
|
|
2021
Q4 | $1.84M | Hold |
6,280
| – | – | 0.03% | 262 |
|
|
2021
Q3 | $1.59M | Sell |
6,280
-585
| -9% | -$148K | 0.03% | 267 |
|
|
2021
Q2 | $1.65M | Hold |
6,865
| – | – | 0.03% | 265 |
|
|
2021
Q1 | $1.24M | Sell |
6,865
-115
| -2% | -$20.8K | 0.03% | 299 |
|
|
2020
Q4 | $1.35M | Sell |
6,980
-1
| -0% | -$193 | 0.03% | 280 |
|
|
2020
Q3 | $1.1M | Sell |
6,981
-952
| -12% | -$149K | 0.03% | 277 |
|
|
2020
Q2 | $1.36M | Sell |
7,933
-449
| -5% | -$77.2K | 0.03% | 248 |
|
|
2020
Q1 | $1M | Hold |
8,382
| – | – | 0.03% | 262 |
|
|
2019
Q4 | $1.18M | Sell |
8,382
-796
| -9% | -$112K | 0.03% | 263 |
|
|
2019
Q3 | $1.29M | Hold |
9,178
| – | – | 0.03% | 241 |
|
|
2019
Q2 | $1.24M | Sell |
9,178
-419
| -4% | -$56.7K | 0.03% | 238 |
|
|
2019
Q1 | $1.14M | Sell |
9,597
-2,643
| -22% | -$313K | 0.03% | 241 |
|
|
2018
Q4 | $1.14M | Sell |
12,240
-616
| -5% | -$57.4K | 0.03% | 219 |
|
|
2018
Q3 | $1.68M | Sell |
12,856
-608
| -5% | -$79.4K | 0.05% | 209 |
|
|
2018
Q2 | $1.68M | Sell |
13,464
-1,166
| -8% | -$146K | 0.05% | 208 |
|
|
2018
Q1 | $1.72M | Sell |
14,630
-1,012
| -6% | -$119K | 0.05% | 205 |
|
|
2017
Q4 | $1.85M | Sell |
15,642
-2,266
| -13% | -$267K | 0.05% | 201 |
|
|
2017
Q3 | $1.9M | Sell |
17,908
-16,985
| -49% | -$1.8M | 0.06% | 198 |
|
|
2017
Q2 | $4.8M | Sell |
34,893
-4,399
| -11% | -$605K | 0.15% | 121 |
|
|
2017
Q1 | $5.37M | Sell |
39,292
-2,394
| -6% | -$327K | 0.16% | 113 |
|
|
2016
Q4 | $4.93M | Sell |
41,686
-3,587
| -8% | -$424K | 0.16% | 117 |
|
|
2016
Q3 | $6.09M | Sell |
45,273
-1,009
| -2% | -$136K | 0.21% | 97 |
|
|
2016
Q2 | $5.94M | Sell |
46,282
-1,611
| -3% | -$207K | 0.21% | 101 |
|
|
2016
Q1 | $5.47M | Sell |
47,893
-137
| -0.3% | -$15.7K | 0.19% | 106 |
|
|
2015
Q4 | $5.35M | Sell |
48,030
-4,455
| -8% | -$496K | 0.23% | 97 |
|
|
2015
Q3 | $5.1M | Sell |
52,485
-191
| -0.4% | -$18.6K | 0.23% | 94 |
|
|
2015
Q2 | $5.11M | Buy |
52,676
+308
| +0.6% | +$29.9K | 0.21% | 105 |
|
|
2015
Q1 | $4.87M | Buy |
52,368
+3,349
| +7% | +$311K | 0.2% | 105 |
|
|
2014
Q4 | $3.96M | Sell |
49,019
-459
| -0.9% | -$37.1K | 0.17% | 115 |
|
|
2014
Q3 | $3.7M | Buy |
49,478
+87
| +0.2% | +$6.5K | 0.16% | 115 |
|
|
2014
Q2 | $3.58M | Sell |
49,391
-1
| -0% | -$73 | 0.15% | 118 |
|
|
2014
Q1 | $3.36M | Sell |
49,392
-1,650
| -3% | -$112K | 0.15% | 122 |
|
|
2013
Q4 | $3.53M | Sell |
51,042
-870
| -2% | -$60.1K | 0.16% | 115 |
|
|
2013
Q3 | $3.11M | Buy |
51,912
+3,810
| +8% | +$228K | 0.14% | 119 |
|
|
2013
Q2 | $2.84M | Buy |
+48,102
| New | +$2.84M | 0.13% | 123 |
|