Horizon Investments’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $503K | Buy |
1,938
+152
| +9% | +$39.4K | 0.01% | 767 |
|
2025
Q1 | $435K | Buy |
1,786
+95
| +6% | +$23.1K | 0.01% | 393 |
|
2024
Q4 | $431K | Buy |
1,691
+13
| +0.8% | +$3.31K | 0.01% | 396 |
|
2024
Q3 | $493K | Sell |
1,678
-46
| -3% | -$13.5K | 0.01% | 369 |
|
2024
Q2 | $418K | Buy |
1,724
+21
| +1% | +$5.09K | 0.01% | 399 |
|
2024
Q1 | $456K | Sell |
1,703
-8
| -0.5% | -$2.14K | 0.01% | 378 |
|
2023
Q4 | $423K | Buy |
1,711
+35
| +2% | +$8.66K | 0.01% | 367 |
|
2023
Q3 | $307K | Buy |
1,676
+23
| +1% | +$4.21K | 0.01% | 403 |
|
2023
Q2 | $389K | Buy |
1,653
+131
| +9% | +$30.8K | 0.01% | 360 |
|
2023
Q1 | $309K | Buy |
1,522
+130
| +9% | +$26.4K | 0.01% | 399 |
|
2022
Q4 | $271K | Buy |
1,392
+163
| +13% | +$31.7K | 0.01% | 473 |
|
2022
Q3 | $211K | Buy |
1,229
+122
| +11% | +$20.9K | 0.01% | 462 |
|
2022
Q2 | $202K | Sell |
1,107
-39
| -3% | -$7.12K | 0.01% | 451 |
|
2022
Q1 | $272K | Sell |
1,146
-1,521
| -57% | -$361K | 0.01% | 455 |
|
2021
Q4 | $781K | Buy |
2,667
+642
| +32% | +$188K | 0.02% | 249 |
|
2021
Q3 | $513K | Buy |
+2,025
| New | +$513K | 0.01% | 306 |
|
2020
Q3 | – | Sell |
-2,602
| Closed | -$447K | – | 401 |
|
2020
Q2 | $447K | Buy |
+2,602
| New | +$447K | 0.01% | 332 |
|
2020
Q1 | – | Sell |
-1,560
| Closed | -$219K | – | 345 |
|
2019
Q4 | $219K | Sell |
1,560
-186
| -11% | -$26.1K | 0.01% | 497 |
|
2019
Q3 | $246K | Sell |
1,746
-1,745
| -50% | -$246K | 0.01% | 313 |
|
2019
Q2 | $472K | Buy |
3,491
+1,654
| +90% | +$224K | 0.01% | 253 |
|
2019
Q1 | $218K | Buy |
+1,837
| New | +$218K | 0.01% | 356 |
|
2018
Q3 | – | Sell |
-9,637
| Closed | -$1.21M | – | 258 |
|
2018
Q2 | $1.21M | Buy |
+9,637
| New | +$1.21M | 0.05% | 105 |
|
2017
Q1 | – | Sell |
-3,325
| Closed | -$393K | – | 170 |
|
2016
Q4 | $393K | Buy |
+3,325
| New | +$393K | 0.03% | 135 |
|