Heritage Way Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.97M | Sell |
13,559
-1,438
| -10% | -$421K | 1.49% | 19 |
|
|
2021
Q3 | $3.8M | Sell |
14,997
-54
| -0.4% | -$13.7K | 1.58% | 18 |
|
|
2021
Q2 | $3.61M | Sell |
15,051
-940
| -6% | -$225K | 1.48% | 21 |
|
|
2021
Q1 | $2.9M | Sell |
15,991
-304
| -2% | -$55.1K | 1.27% | 35 |
|
|
2020
Q4 | $3.14M | Sell |
16,295
-436
| -3% | -$84.1K | 1.45% | 29 |
|
|
2020
Q3 | $2.63M | Buy |
16,731
+425
| +3% | +$66.7K | 1.38% | 29 |
|
|
2020
Q2 | $2.8M | Buy |
16,306
+106
| +0.7% | +$18.2K | 1.64% | 18 |
|
|
2020
Q1 | $1.94M | Sell |
16,200
-663
| -4% | -$79.2K | 1.39% | 33 |
|
|
2019
Q4 | $2.36M | Sell |
16,863
-217
| -1% | -$30.4K | 1.37% | 41 |
|
|
2019
Q3 | $2.4M | Sell |
17,080
-508
| -3% | -$71.5K | 1.52% | 33 |
|
|
2019
Q2 | $2.38M | Sell |
17,588
-28
| -0.2% | -$3.79K | 1.52% | 35 |
|
|
2019
Q1 | $2.09M | Buy |
17,616
+875
| +5% | +$104K | 1.4% | 41 |
|
|
2018
Q4 | $1.56M | Buy |
16,741
+1,298
| +8% | +$121K | 1.2% | 42 |
|
|
2018
Q3 | $2.02M | Sell |
15,443
-25
| -0.2% | -$3.26K | 1.39% | 36 |
|
|
2018
Q2 | $1.94M | Sell |
15,468
-75
| -0.5% | -$9.38K | 1.42% | 38 |
|
|
2018
Q1 | $1.83M | Buy |
15,543
+225
| +1% | +$26.5K | 1.42% | 36 |
|
|
2017
Q4 | $1.81M | Buy |
15,318
+940
| +7% | +$111K | 1.36% | 38 |
|
|
2017
Q3 | $1.52M | Sell |
14,378
-93
| -0.6% | -$9.86K | 1.25% | 43 |
|
|
2017
Q2 | $1.99M | Buy |
14,471
+273
| +2% | +$37.5K | 1.7% | 28 |
|
|
2017
Q1 | $1.94M | Buy |
14,198
+125
| +0.9% | +$17.1K | 1.79% | 21 |
|
|
2016
Q4 | $1.66M | Buy |
+14,073
| New | +$1.66M | 1.64% | 32 |
|