Homrich & Berg’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.17M | Hold |
4,607
| – | – | 0.03% | 205 |
|
|
2021
Q2 | $1.1M | Sell |
4,607
-108
| -2% | -$25.9K | 0.03% | 204 |
|
|
2021
Q1 | $854K | Hold |
4,715
| – | – | 0.02% | 218 |
|
|
2020
Q4 | $909K | Buy |
4,715
+113
| +2% | +$21.8K | 0.03% | 205 |
|
|
2020
Q3 | $722K | Sell |
4,602
-5
| -0.1% | -$784 | 0.02% | 192 |
|
|
2020
Q2 | $792K | Buy |
4,607
+15
| +0.3% | +$2.58K | 0.03% | 171 |
|
|
2020
Q1 | $549K | Sell |
4,592
-45
| -1% | -$5.38K | 0.03% | 183 |
|
|
2019
Q4 | $650K | Sell |
4,637
-216
| -4% | -$30.3K | 0.03% | 203 |
|
|
2019
Q3 | $683K | Buy |
4,853
+3
| +0.1% | +$422 | 0.04% | 186 |
|
|
2019
Q2 | $656K | Sell |
4,850
-30
| -0.6% | -$4.06K | 0.03% | 187 |
|
|
2019
Q1 | $578K | Sell |
4,880
-432
| -8% | -$51.2K | 0.03% | 191 |
|
|
2018
Q4 | $495K | Sell |
5,312
-115
| -2% | -$10.7K | 0.03% | 186 |
|
|
2018
Q3 | $709K | Sell |
5,427
-75
| -1% | -$9.8K | 0.04% | 160 |
|
|
2018
Q2 | $688K | Buy |
5,502
+438
| +9% | +$54.8K | 0.05% | 163 |
|
|
2018
Q1 | $597K | Hold |
5,064
| – | – | 0.04% | 194 |
|
|
2017
Q4 | $597K | Sell |
5,064
-497
| -9% | -$58.6K | 0.04% | 187 |
|
|
2017
Q3 | $589K | Sell |
5,561
-598
| -10% | -$63.3K | 0.05% | 173 |
|
|
2017
Q2 | $846K | Hold |
6,159
| – | – | 0.07% | 112 |
|
|
2017
Q1 | $842K | Hold |
6,159
| – | – | 0.07% | 111 |
|
|
2016
Q4 | $728K | Sell |
6,159
-696
| -10% | -$82.3K | 0.07% | 117 |
|
|
2016
Q3 | $923K | Hold |
6,855
| – | – | 0.08% | 90 |
|
|
2016
Q2 | $880K | Buy |
6,855
+60
| +0.9% | +$7.7K | 0.08% | 89 |
|
|
2016
Q1 | $777K | Sell |
6,795
-4,069
| -37% | -$465K | 0.08% | 98 |
|
|
2015
Q4 | $1.21M | Sell |
10,864
-251
| -2% | -$28K | 0.11% | 67 |
|
|
2015
Q3 | $1.08M | Hold |
11,115
| – | – | 0.11% | 73 |
|
|
2015
Q2 | $1.08M | Hold |
11,115
| – | – | 0.11% | 76 |
|
|
2015
Q1 | $1.03M | Hold |
11,115
| – | – | 0.1% | 79 |
|
|
2014
Q4 | $899K | Sell |
11,115
-1,373
| -11% | -$111K | 0.09% | 91 |
|
|
2014
Q3 | $933K | Buy |
12,488
+935
| +8% | +$69.9K | 0.09% | 91 |
|
|
2014
Q2 | $838K | Hold |
11,553
| – | – | 0.1% | 87 |
|
|
2014
Q1 | $786K | Sell |
11,553
-546
| -5% | -$37.1K | 0.1% | 89 |
|
|
2013
Q4 | $836K | Sell |
12,099
-1,268
| -9% | -$87.6K | 0.12% | 76 |
|
|
2013
Q3 | $800K | Hold |
13,367
| – | – | 0.13% | 73 |
|
|
2013
Q2 | $788K | Buy |
+13,367
| New | +$788K | 0.14% | 59 |
|