Financial Management Professionals’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 |
-36
| Closed | -$9K | – | 973 |
|
|
2023
Q4 | $9K | Hold |
36
| – | – | ﹤0.01% | 553 |
|
|
2023
Q3 | $7K | Sell |
36
-6
| -14% | -$1.17K | ﹤0.01% | 550 |
|
|
2023
Q2 | $10K | Buy |
42
+20
| +91% | +$4.76K | ﹤0.01% | 529 |
|
|
2023
Q1 | $4K | Hold |
22
| – | – | ﹤0.01% | 707 |
|
|
2022
Q4 | $4K | Hold |
22
| – | – | ﹤0.01% | 652 |
|
|
2022
Q3 | $4K | Sell |
22
-13
| -37% | -$2.36K | ﹤0.01% | 623 |
|
|
2022
Q2 | $6K | Buy |
35
+13
| +59% | +$2.23K | ﹤0.01% | 584 |
|
|
2022
Q1 | $5K | Sell |
22
-5
| -19% | -$1.14K | ﹤0.01% | 626 |
|
|
2021
Q4 | $8K | Buy |
27
+5
| +23% | +$1.48K | ﹤0.01% | 517 |
|
|
2021
Q3 | $6K | Hold |
22
| – | – | ﹤0.01% | 556 |
|
|
2021
Q2 | $5K | Hold |
22
| – | – | ﹤0.01% | 515 |
|
|
2021
Q1 | $4K | Hold |
22
| – | – | ﹤0.01% | 501 |
|
|
2020
Q4 | $4K | Hold |
22
| – | – | ﹤0.01% | 469 |
|
|
2020
Q3 | $3K | Sell |
22
-3
| -12% | -$409 | ﹤0.01% | 456 |
|
|
2020
Q2 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 413 |
|