IEQ Capital’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $300K | Sell |
1,155
-5,382
| -82% | -$1.4M | ﹤0.01% | 1394 |
|
2025
Q1 | $1.59M | Sell |
6,537
-5,161
| -44% | -$1.26M | 0.01% | 638 |
|
2024
Q4 | $2.98M | Buy |
11,698
+4,778
| +69% | +$1.22M | 0.03% | 397 |
|
2024
Q3 | $2.03M | Sell |
6,920
-352
| -5% | -$103K | 0.02% | 372 |
|
2024
Q2 | $1.76M | Buy |
7,272
+250
| +4% | +$60.6K | 0.02% | 361 |
|
2024
Q1 | $1.88M | Buy |
7,022
+1,479
| +27% | +$396K | 0.03% | 331 |
|
2023
Q4 | $1.37M | Sell |
5,543
-611
| -10% | -$151K | 0.02% | 355 |
|
2023
Q3 | $1.13M | Buy |
6,154
+541
| +10% | +$99.1K | 0.02% | 375 |
|
2023
Q2 | $1.32M | Sell |
5,613
-225
| -4% | -$52.9K | 0.03% | 333 |
|
2023
Q1 | $1.18M | Buy |
5,838
+461
| +9% | +$93.5K | 0.03% | 352 |
|
2022
Q4 | $1.05M | Sell |
5,377
-1,211
| -18% | -$235K | 0.03% | 360 |
|
2022
Q3 | $1.13M | Buy |
6,588
+4,898
| +290% | +$839K | 0.03% | 335 |
|
2022
Q2 | $309K | Buy |
1,690
+296
| +21% | +$54.1K | 0.01% | 600 |
|
2022
Q1 | $330K | Sell |
1,394
-380
| -21% | -$90K | 0.01% | 608 |
|
2021
Q4 | $519K | Hold |
1,774
| – | – | 0.01% | 449 |
|
2021
Q3 | $450K | Buy |
1,774
+480
| +37% | +$122K | 0.01% | 463 |
|
2021
Q2 | $310K | Buy |
+1,294
| New | +$310K | 0.01% | 453 |
|