Jones Financial Companies’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Sell |
3,150
-5
| -0.2% | -$1.28K | ﹤0.01% | 1091 |
|
|
2025
Q1 | $759K | Buy |
3,155
+129
| +4% | +$31K | ﹤0.01% | 971 |
|
|
2024
Q4 | $771K | Buy |
3,026
+1,412
| +87% | +$360K | ﹤0.01% | 829 |
|
|
2024
Q3 | $469K | Buy |
1,614
+875
| +118% | +$254K | ﹤0.01% | 843 |
|
|
2024
Q2 | $179K | Buy |
739
+734
| +14,680% | +$178K | ﹤0.01% | 871 |
|
|
2024
Q1 | $1.34K | Buy |
+5
| New | +$1.34K | ﹤0.01% | 1288 |
|
|
2022
Q2 | – | Sell |
-193
| Closed | -$46K | – | 758 |
|
|
2022
Q1 | $46K | Hold |
193
| – | – | ﹤0.01% | 359 |
|
|
2021
Q4 | $57K | Hold |
193
| – | – | ﹤0.01% | 350 |
|
|
2021
Q3 | $49K | Hold |
193
| – | – | ﹤0.01% | 321 |
|
|
2021
Q2 | $46K | Hold |
193
| – | – | ﹤0.01% | 318 |
|
|
2021
Q1 | $35K | Sell |
193
-9
| -4% | -$1.63K | ﹤0.01% | 396 |
|
|
2020
Q4 | $39K | Buy |
+202
| New | +$39K | ﹤0.01% | 307 |
|
|
2013
Q4 | – | Sell |
-510
| Closed | -$31K | – | 322 |
|
|
2013
Q3 | $31K | Hold |
510
| – | – | ﹤0.01% | 367 |
|
|
2013
Q2 | $30K | Buy |
+510
| New | +$30K | ﹤0.01% | 389 |
|