Janney Montgomery Scott’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.47M | Sell |
36,525
-1,522
| -4% | -$395K | 0.02% | 585 |
|
2025
Q1 | $9.27M | Sell |
38,047
-1,001
| -3% | -$244K | 0.03% | 558 |
|
2024
Q4 | $9.95M | Buy |
39,048
+2,069
| +6% | +$527K | 0.03% | 532 |
|
2024
Q3 | $10.9M | Buy |
36,979
+114
| +0.3% | +$33.5K | 0.03% | 508 |
|
2024
Q2 | $8.94M | Sell |
36,865
-12
| -0% | -$2.91K | 0.03% | 542 |
|
2024
Q1 | $9.87M | Buy |
36,877
+2,983
| +9% | +$798K | 0.03% | 533 |
|
2023
Q4 | $8.38M | Buy |
33,894
+116
| +0.3% | +$28.7K | 0.03% | 552 |
|
2023
Q3 | $6.19M | Sell |
33,778
-98
| -0.3% | -$18K | 0.02% | 594 |
|
2023
Q2 | $7.97M | Buy |
33,876
+2,417
| +8% | +$569K | 0.03% | 537 |
|
2023
Q1 | $6.38M | Sell |
31,459
-1,138
| -3% | -$231K | 0.03% | 556 |
|
2022
Q4 | $6.34M | Sell |
32,597
-3,325
| -9% | -$646K | 0.02% | 579 |
|
2022
Q3 | $6.16M | Sell |
35,922
-465
| -1% | -$79.7K | 0.03% | 540 |
|
2022
Q2 | $6.63M | Sell |
36,387
-1,212
| -3% | -$221K | 0.03% | 497 |
|
2022
Q1 | $8.92M | Sell |
37,599
-407
| -1% | -$96.5K | 0.04% | 403 |
|
2021
Q4 | $11.1M | Buy |
38,006
+143
| +0.4% | +$41.9K | 0.04% | 366 |
|
2021
Q3 | $9.6M | Buy |
37,863
+913
| +2% | +$231K | 0.04% | 384 |
|
2021
Q2 | $8.85M | Buy |
36,950
+1,790
| +5% | +$429K | 0.04% | 402 |
|
2021
Q1 | $6.37M | Sell |
35,160
-1,657
| -5% | -$300K | 0.03% | 471 |
|
2020
Q4 | $7.1M | Buy |
36,817
+2,085
| +6% | +$402K | 0.03% | 424 |
|
2020
Q3 | $5.45M | Buy |
34,732
+11,863
| +52% | +$1.86M | 0.03% | 462 |
|
2020
Q2 | $3.93M | Sell |
22,869
-896
| -4% | -$154K | 0.02% | 524 |
|
2020
Q1 | $2.84M | Buy |
23,765
+11,991
| +102% | +$1.43M | 0.02% | 575 |
|
2019
Q4 | $1.65M | Sell |
11,774
-1,427
| -11% | -$200K | 0.01% | 869 |
|
2019
Q3 | $1.86M | Buy |
13,201
+212
| +2% | +$29.8K | 0.01% | 789 |
|
2019
Q2 | $1.76M | Buy |
12,989
+6,263
| +93% | +$847K | 0.01% | 798 |
|
2019
Q1 | $797K | Buy |
6,726
+1,202
| +22% | +$142K | 0.01% | 1141 |
|
2018
Q4 | $514K | Buy |
5,524
+32
| +0.6% | +$2.98K | 0.01% | 1277 |
|
2018
Q3 | $717K | Sell |
5,492
-667
| -11% | -$87.1K | 0.01% | 1243 |
|
2018
Q2 | $771K | Buy |
6,159
+2,668
| +76% | +$334K | 0.01% | 1130 |
|
2018
Q1 | $411K | Sell |
3,491
-20
| -0.6% | -$2.36K | ﹤0.01% | 1428 |
|
2017
Q4 | $414K | Sell |
3,511
-1,163
| -25% | -$137K | ﹤0.01% | 1414 |
|
2017
Q3 | $495K | Sell |
4,674
-20,582
| -81% | -$2.18M | 0.01% | 1264 |
|
2017
Q2 | $3.47M | Buy |
25,256
+2,691
| +12% | +$370K | 0.04% | 407 |
|
2017
Q1 | $3.09M | Buy |
22,565
+8,896
| +65% | +$1.22M | 0.04% | 409 |
|
2016
Q4 | $1.62M | Buy |
13,669
+1,074
| +9% | +$127K | 0.02% | 578 |
|
2016
Q3 | $1.7M | Sell |
12,595
-9,423
| -43% | -$1.27M | 0.03% | 481 |
|
2016
Q2 | $2.83M | Buy |
+22,018
| New | +$2.83M | 0.06% | 243 |
|
2016
Q1 | – | Sell |
-5,447
| Closed | -$607K | – | 1305 |
|
2015
Q4 | $607K | Sell |
5,447
-685
| -11% | -$76.3K | 0.02% | 723 |
|
2015
Q3 | $596K | Buy |
6,132
+3,535
| +136% | +$344K | 0.02% | 744 |
|
2015
Q2 | $252K | Buy |
+2,597
| New | +$252K | 0.01% | 1611 |
|