Kovitz Investment Group Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.55M | Buy |
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|
2025
Q2 | $2.33M | Buy |
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|
2025
Q1 | $2.19M | Sell |
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|
2024
Q4 | $2.98M | Buy |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $927K | Buy |
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|
2023
Q4 | $705K | Sell |
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|
2023
Q3 | $524K | Sell |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $585K | Sell |
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|
2022
Q4 | $576K | Sell |
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|
2022
Q3 | $857K | Sell |
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|
2022
Q2 | $987K | Sell |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.52M | Hold |
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|
2021
Q2 | $1.44M | Buy |
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