HBK Sorce Advisory’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-26,454
| Closed | -$5.14M | – | 668 |
|
|
2022
Q4 | $5.14M | Buy |
26,454
+13,048
| +97% | +$2.54M | 0.14% | 105 |
|
|
2022
Q3 | $2.3M | Buy |
+13,406
| New | +$2.3M | 0.15% | 106 |
|
|
2022
Q2 | – | Sell |
-13,404
| Closed | -$3.18M | – | 486 |
|
|
2022
Q1 | $3.18M | Buy |
+13,404
| New | +$3.18M | 0.17% | 90 |
|
|
2017
Q3 | – | Sell |
-2,220
| Closed | -$305K | – | 319 |
|
|
2017
Q2 | $305K | Buy |
+2,220
| New | +$305K | 0.05% | 232 |
|
|
2017
Q1 | – | Sell |
-2,036
| Closed | -$241K | – | 204 |
|
|
2016
Q4 | $241K | Buy |
2,036
+239
| +13% | +$28.3K | 0.04% | 262 |
|
|
2016
Q3 | $242K | Buy |
1,797
+224
| +14% | +$30.2K | 0.05% | 248 |
|
|
2016
Q2 | $202K | Buy |
+1,573
| New | +$202K | 0.04% | 257 |
|