Financial Counselors 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 | – | Sell |
-2,762
| Closed | -$673K | – | 176 |
|
|
2025
Q1 | $673K | Sell |
2,762
-12
| -0.4% | -$2.92K | 0.01% | 378 |
|
|
2024
Q4 | $707K | Sell |
2,774
-96
| -3% | -$24.5K | 0.01% | 370 |
|
|
2024
Q3 | $843K | Buy |
2,870
+34
| +1% | +$9.99K | 0.01% | 364 |
|
|
2024
Q2 | $688K | Sell |
2,836
-10
| -0.4% | -$2.43K | 0.01% | 362 |
|
|
2024
Q1 | $761K | Buy |
2,846
+10
| +0.4% | +$2.68K | 0.01% | 357 |
|
|
2023
Q4 | $701K | Sell |
2,836
-12
| -0.4% | -$2.97K | 0.01% | 361 |
|
|
2023
Q3 | $522K | Sell |
2,848
-100
| -3% | -$18.3K | 0.01% | 387 |
|
|
2023
Q2 | $694K | Sell |
2,948
-15
| -0.5% | -$3.53K | 0.01% | 331 |
|
|
2023
Q1 | $601K | Sell |
2,963
-85
| -3% | -$17.2K | 0.01% | 347 |
|
|
2022
Q4 | $592K | Sell |
3,048
-307
| -9% | -$59.6K | 0.01% | 352 |
|
|
2022
Q3 | $575K | Sell |
3,355
-200
| -6% | -$34.3K | 0.01% | 340 |
|
|
2022
Q2 | $650K | Hold |
3,555
| – | – | 0.02% | 334 |
|
|
2022
Q1 | $843K | Sell |
3,555
-18
| -0.5% | -$4.27K | 0.02% | 319 |
|
|
2021
Q4 | $1.05M | Sell |
3,573
-265
| -7% | -$77.6K | 0.02% | 299 |
|
|
2021
Q3 | $973K | Buy |
3,838
+13
| +0.3% | +$3.3K | 0.02% | 312 |
|
|
2021
Q2 | $916K | Hold |
3,825
| – | – | 0.02% | 312 |
|
|
2021
Q1 | $693K | Sell |
3,825
-28
| -0.7% | -$5.07K | 0.02% | 333 |
|
|
2020
Q4 | $743K | Sell |
3,853
-12
| -0.3% | -$2.31K | 0.02% | 329 |
|
|
2020
Q3 | $606K | Hold |
3,865
| – | – | 0.02% | 328 |
|
|
2020
Q2 | $664K | Hold |
3,865
| – | – | 0.02% | 334 |
|
|
2020
Q1 | $462K | Hold |
3,865
| – | – | 0.02% | 318 |
|
|
2019
Q4 | $542K | Hold |
3,865
| – | – | 0.02% | 344 |
|
|
2019
Q3 | $544K | Hold |
3,865
| – | – | 0.02% | 332 |
|
|
2019
Q2 | $523K | Hold |
3,865
| – | – | 0.02% | 333 |
|
|
2019
Q1 | $458K | Buy |
3,865
+400
| +12% | +$47.4K | 0.02% | 342 |
|
|
2018
Q4 | $323K | Sell |
3,465
-213
| -6% | -$19.9K | 0.02% | 359 |
|
|
2018
Q3 | $480K | Buy |
3,678
+63
| +2% | +$8.22K | 0.02% | 338 |
|
|
2018
Q2 | $452K | Buy |
+3,615
| New | +$452K | 0.02% | 343 |
|