Johnson Financial Group Inc (Wisconsin)’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2K | Hold |
47
| – | – | ﹤0.01% | 592 |
|
|
2025
Q1 | $11.4K | Hold |
47
| – | – | ﹤0.01% | 756 |
|
|
2024
Q4 | $12.9K | Hold |
47
| – | – | ﹤0.01% | 629 |
|
|
2024
Q3 | $13.8K | Sell |
47
-2
| -4% | -$588 | ﹤0.01% | 638 |
|
|
2024
Q2 | $11.9K | Buy |
49
+2
| +4% | +$485 | ﹤0.01% | 567 |
|
|
2024
Q1 | $12.6K | Hold |
47
| – | – | ﹤0.01% | 539 |
|
|
2023
Q4 | $11.6K | Buy |
+47
| New | +$11.6K | ﹤0.01% | 637 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | -$1K | – | 676 |
|
|
2022
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 631 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | -$2K | – | 535 |
|
|
2018
Q3 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 515 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$12K | – | 574 |
|
|
2017
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 471 |
|
|
2017
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 454 |
|
|
2017
Q2 | $14K | Sell |
100
-130
| -57% | -$18.2K | ﹤0.01% | 450 |
|
|
2017
Q1 | $32K | Hold |
230
| – | – | ﹤0.01% | 452 |
|
|
2016
Q4 | $27K | Sell |
230
-70
| -23% | -$8.22K | ﹤0.01% | 472 |
|
|
2016
Q3 | $40K | Sell |
300
-170
| -36% | -$22.7K | 0.01% | 423 |
|
|
2016
Q2 | $60K | Sell |
470
-870
| -65% | -$111K | 0.01% | 424 |
|
|
2016
Q1 | $153K | Buy |
1,340
+931
| +228% | +$106K | 0.03% | 273 |
|
|
2015
Q4 | $45K | Sell |
409
-1,400
| -77% | -$154K | 0.01% | 392 |
|
|
2015
Q3 | $176K | Buy |
1,809
+70
| +4% | +$6.81K | 0.04% | 257 |
|
|
2015
Q2 | $169K | Sell |
1,739
-35
| -2% | -$3.4K | 0.04% | 275 |
|
|
2015
Q1 | $165K | Hold |
1,774
| – | – | 0.04% | 290 |
|
|
2014
Q4 | $143K | Hold |
1,774
| – | – | 0.03% | 300 |
|
|
2014
Q3 | $132K | Buy |
1,774
+24
| +1% | +$1.79K | 0.03% | 282 |
|
|
2014
Q2 | $127K | Buy |
1,750
+1,500
| +600% | +$109K | 0.03% | 298 |
|
|
2014
Q1 | $17K | Sell |
250
-30
| -11% | -$2.04K | 0.01% | 544 |
|
|
2013
Q4 | $19K | Sell |
280
-1,500
| -84% | -$102K | 0.01% | 519 |
|
|
2013
Q3 | $107K | Buy |
1,780
+145
| +9% | +$8.72K | 0.03% | 291 |
|
|
2013
Q2 | $96K | Buy |
+1,635
| New | +$96K | 0.03% | 329 |
|