HM Payson & Co’s Equifax EFX Stock Holding History

HM Payson & Co’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$463K	Buy	1,901 +185	+11%	+$45.1K	0.01%	290
2024 Q4	$437K	Sell	1,716 -5	-0.3%	-$1.27K	0.01%	296
2024 Q3	$506K	Buy	1,721 +5	+0.3%	+$1.47K	0.01%	285
2024 Q2	$416K	Hold	1,716	–	–	0.01%	303
2024 Q1	$459K	Hold	1,716	–	–	0.01%	294
2023 Q4	$424K	Hold	1,716	–	–	0.01%	290
2023 Q3	$314K	Hold	1,716	–	–	0.01%	318
2023 Q2	$404K	Hold	1,716	–	–	0.01%	284
2023 Q1	$348K	Sell	1,716 -11	-0.6%	-$2.23K	0.01%	301
2022 Q4	$336K	Sell	1,727 -32	-2%	-$6.22K	0.01%	298
2022 Q3	$302K	Hold	1,759	–	–	0.01%	305
2022 Q2	$322K	Buy	1,759 +36	+2%	+$6.59K	0.01%	305
2022 Q1	$409K	Hold	1,723	–	–	0.01%	292
2021 Q4	$504K	Sell	1,723 -12	-0.7%	-$3.51K	0.01%	275
2021 Q3	$440K	Hold	1,735	–	–	0.01%	288
2021 Q2	$416K	Hold	1,735	–	–	0.01%	291
2021 Q1	$314K	Sell	1,735 -493	-22%	-$89.2K	0.01%	322
2020 Q4	$430K	Hold	2,228	–	–	0.01%	281
2020 Q3	$350K	Buy	2,228 +12	+0.5%	+$1.89K	0.01%	284
2020 Q2	$381K	Hold	2,216	–	–	0.01%	261
2020 Q1	$265K	Hold	2,216	–	–	0.01%	279
2019 Q4	$311K	Hold	2,216	–	–	0.01%	320
2019 Q3	$312K	Hold	2,216	–	–	0.01%	319
2019 Q2	$300K	Buy	+2,216	New	+$300K	0.01%	326
2018 Q4	–	Sell	-2,242	Closed	-$293K	–	204
2018 Q3	$293K	Hold	2,242	–	–	0.01%	277
2018 Q2	$280K	Buy	2,242 +26	+1%	+$3.25K	0.01%	285
2018 Q1	$261K	Hold	2,216	–	–	0.01%	289
2017 Q4	$261K	Hold	2,216	–	–	0.01%	300
2017 Q3	$235K	Hold	2,216	–	–	0.01%	294
2017 Q2	$305K	Hold	2,216	–	–	0.01%	276
2017 Q1	$303K	Hold	2,216	–	–	0.01%	270
2016 Q4	$262K	Hold	2,216	–	–	0.01%	286
2016 Q3	$298K	Hold	2,216	–	–	0.01%	259
2016 Q2	$285K	Hold	2,216	–	–	0.01%	268
2016 Q1	$253K	Hold	2,216	–	–	0.01%	274
2015 Q4	$247K	Hold	2,216	–	–	0.01%	280
2015 Q3	$215K	Hold	2,216	–	–	0.01%	275
2015 Q2	$215K	Hold	2,216	–	–	0.01%	281
2015 Q1	$206K	Buy	+2,216	New	+$206K	0.01%	282