HighTower Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Sell |
55,906
-8,674
| -13% | -$2.25M | 0.02% | 660 |
|
|
2025
Q1 | $15.7M | Buy |
64,580
+6,460
| +11% | +$1.57M | 0.02% | 609 |
|
|
2024
Q4 | $14.8M | Buy |
58,120
+177
| +0.3% | +$45.1K | 0.02% | 611 |
|
|
2024
Q3 | $17M | Buy |
57,943
+1,602
| +3% | +$471K | 0.02% | 566 |
|
|
2024
Q2 | $13.6M | Sell |
56,341
-20,239
| -26% | -$4.89M | 0.02% | 598 |
|
|
2024
Q1 | $20.5M | Sell |
76,580
-5,173
| -6% | -$1.38M | 0.03% | 467 |
|
|
2023
Q4 | $20.1M | Sell |
81,753
-4,948
| -6% | -$1.22M | 0.03% | 472 |
|
|
2023
Q3 | $15.9M | Buy |
86,701
+17,258
| +25% | +$3.16M | 0.03% | 523 |
|
|
2023
Q2 | $16.3M | Buy |
69,443
+96
| +0.1% | +$22.6K | 0.03% | 491 |
|
|
2023
Q1 | $14.1M | Buy |
69,347
+4,343
| +7% | +$881K | 0.03% | 509 |
|
|
2022
Q4 | $12.6M | Sell |
65,004
-1,308
| -2% | -$254K | 0.03% | 532 |
|
|
2022
Q3 | $11.4M | Sell |
66,312
-4,451
| -6% | -$764K | 0.03% | 519 |
|
|
2022
Q2 | $12.9M | Buy |
70,763
+9,822
| +16% | +$1.79M | 0.03% | 483 |
|
|
2022
Q1 | $14.5M | Buy |
60,941
+967
| +2% | +$229K | 0.03% | 492 |
|
|
2021
Q4 | $17.6M | Buy |
59,974
+9,940
| +20% | +$2.91M | 0.04% | 421 |
|
|
2021
Q3 | $12.7M | Sell |
50,034
-4,672
| -9% | -$1.18M | 0.03% | 451 |
|
|
2021
Q2 | $13.1M | Buy |
54,706
+856
| +2% | +$205K | 0.04% | 427 |
|
|
2021
Q1 | $9.76M | Buy |
53,850
+664
| +1% | +$120K | 0.03% | 490 |
|
|
2020
Q4 | $10.2M | Buy |
53,186
+2,100
| +4% | +$404K | 0.04% | 366 |
|
|
2020
Q3 | $8.03M | Buy |
51,086
+580
| +1% | +$91.1K | 0.04% | 398 |
|
|
2020
Q2 | $8.69M | Buy |
50,506
+13,950
| +38% | +$2.4M | 0.05% | 361 |
|
|
2020
Q1 | $4.37M | Sell |
36,556
-5,239
| -13% | -$626K | 0.03% | 486 |
|
|
2019
Q4 | $5.86M | Sell |
41,795
-658
| -2% | -$92.3K | 0.03% | 490 |
|
|
2019
Q3 | $5.97M | Sell |
42,453
-251
| -0.6% | -$35.3K | 0.03% | 487 |
|
|
2019
Q2 | $5.78M | Buy |
42,704
+32,826
| +332% | +$4.44M | 0.03% | 502 |
|
|
2019
Q1 | $1.17M | Sell |
9,878
-6,831
| -41% | -$807K | 0.01% | 1071 |
|
|
2018
Q4 | $1.56M | Buy |
16,709
+6,323
| +61% | +$589K | 0.01% | 866 |
|
|
2018
Q3 | $1.36M | Sell |
10,386
-6,939
| -40% | -$907K | 0.01% | 1000 |
|
|
2018
Q2 | $2.17M | Buy |
17,325
+118
| +0.7% | +$14.8K | 0.02% | 817 |
|
|
2018
Q1 | $2.03M | Buy |
17,207
+915
| +6% | +$108K | 0.02% | 801 |
|
|
2017
Q4 | $1.92M | Sell |
16,292
-326
| -2% | -$38.4K | 0.02% | 840 |
|
|
2017
Q3 | $1.76M | Sell |
16,618
-3,218
| -16% | -$341K | 0.02% | 863 |
|
|
2017
Q2 | $2.72M | Buy |
19,836
+97
| +0.5% | +$13.3K | 0.02% | 685 |
|
|
2017
Q1 | $2.7M | Buy |
19,739
+2,307
| +13% | +$315K | 0.03% | 652 |
|
|
2016
Q4 | $2.06M | Buy |
17,432
+724
| +4% | +$85.6K | 0.02% | 693 |
|
|
2016
Q3 | $2.25M | Buy |
16,708
+1,734
| +12% | +$233K | 0.03% | 622 |
|
|
2016
Q2 | $1.92M | Sell |
14,974
-9,254
| -38% | -$1.19M | 0.02% | 641 |
|
|
2016
Q1 | $2.77M | Sell |
24,228
-1,137
| -4% | -$130K | 0.01% | 548 |
|
|
2015
Q4 | $2.83M | Buy |
25,365
+6,525
| +35% | +$727K | 0.03% | 504 |
|
|
2015
Q3 | $1.83M | Buy |
18,840
+14,263
| +312% | +$1.39M | 0.02% | 650 |
|
|
2015
Q2 | $445K | Buy |
+4,577
| New | +$445K | 0.01% | 1055 |
|