Kovitz Investment Group Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
8,987
+2
| +0% | +$519 | 0.01% | 597 |
|
|
2025
Q1 | $2.19M | Sell |
8,985
-2,716
| -23% | -$662K | 0.01% | 564 |
|
|
2024
Q4 | $2.98M | Buy |
11,701
+4,432
| +61% | +$1.13M | 0.01% | 498 |
|
|
2024
Q3 | $1.75M | Buy |
7,269
+1,420
| +24% | +$341K | 0.01% | 509 |
|
|
2024
Q2 | $1.42M | Buy |
5,849
+2,383
| +69% | +$578K | 0.01% | 478 |
|
|
2024
Q1 | $927K | Buy |
3,466
+614
| +22% | +$164K | 0.01% | 421 |
|
|
2023
Q4 | $705K | Sell |
2,852
-7
| -0.2% | -$1.73K | 0.01% | 304 |
|
|
2023
Q3 | $524K | Sell |
2,859
-2,888
| -50% | -$529K | 0.01% | 327 |
|
|
2023
Q2 | $1.35M | Buy |
5,747
+2,862
| +99% | +$673K | 0.02% | 267 |
|
|
2023
Q1 | $585K | Sell |
2,885
-79
| -3% | -$16K | 0.01% | 331 |
|
|
2022
Q4 | $576K | Sell |
2,964
-2,036
| -41% | -$396K | 0.01% | 328 |
|
|
2022
Q3 | $857K | Sell |
5,000
-400
| -7% | -$68.6K | 0.02% | 281 |
|
|
2022
Q2 | $987K | Sell |
5,400
-400
| -7% | -$73.1K | 0.02% | 288 |
|
|
2022
Q1 | $1.38M | Buy |
+5,800
| New | +$1.38M | 0.03% | 262 |
|
|
2021
Q4 | – | Sell |
-6,000
| Closed | -$1.52M | – | 410 |
|
|
2021
Q3 | $1.52M | Hold |
6,000
| – | – | 0.03% | 257 |
|
|
2021
Q2 | $1.44M | Buy |
+6,000
| New | +$1.44M | 0.03% | 261 |
|