MAI Capital Management’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 | Buy |
3,111
+557
| +22% | +$144K | 0.01% | 690 |
|
|
2025
Q1 | $622K | Buy |
2,554
+6
| +0.2% | +$1.46K | ﹤0.01% | 730 |
|
|
2024
Q4 | $649K | Buy |
+2,548
| New | +$649K | ﹤0.01% | 737 |
|
|
2022
Q3 | – | Sell |
-1,473
| Closed | -$269K | – | 930 |
|
|
2022
Q2 | $269K | Buy |
1,473
+55
| +4% | +$10K | 0.01% | 684 |
|
|
2022
Q1 | $336K | Buy |
1,418
+3
| +0.2% | +$711 | 0.01% | 639 |
|
|
2021
Q4 | $414K | Buy |
1,415
+9
| +0.6% | +$2.63K | 0.01% | 600 |
|
|
2021
Q3 | $356K | Buy |
1,406
+167
| +13% | +$42.3K | 0.01% | 563 |
|
|
2021
Q2 | $297K | Buy |
1,239
+22
| +2% | +$5.27K | 0.01% | 586 |
|
|
2021
Q1 | $220K | Buy |
1,217
+81
| +7% | +$14.6K | ﹤0.01% | 628 |
|
|
2020
Q4 | $219K | Sell |
1,136
-527
| -32% | -$102K | 0.01% | 574 |
|
|
2020
Q3 | $261K | Buy |
+1,663
| New | +$261K | 0.01% | 460 |
|
|
2020
Q2 | – | Sell |
-2,093
| Closed | -$250K | – | 519 |
|
|
2020
Q1 | $250K | Sell |
2,093
-251
| -11% | -$30K | 0.01% | 433 |
|
|
2019
Q4 | $328K | Hold |
2,344
| – | – | 0.01% | 435 |
|
|
2019
Q3 | $330K | Hold |
2,344
| – | – | 0.01% | 386 |
|
|
2019
Q2 | $317K | Buy |
+2,344
| New | +$317K | 0.01% | 399 |
|
|
2017
Q3 | – | Sell |
-7,285
| Closed | -$1M | – | 442 |
|
|
2017
Q2 | $1M | Sell |
7,285
-160
| -2% | -$22K | 0.06% | 195 |
|
|
2017
Q1 | $1.02M | Buy |
7,445
+116
| +2% | +$15.9K | 0.07% | 190 |
|
|
2016
Q4 | $867K | Hold |
7,329
| – | – | 0.06% | 197 |
|
|
2016
Q3 | $986K | Sell |
7,329
-110
| -1% | -$14.8K | 0.07% | 179 |
|
|
2016
Q2 | $955K | Sell |
7,439
-1,418
| -16% | -$182K | 0.07% | 180 |
|
|
2016
Q1 | $1.01M | Sell |
8,857
-513
| -5% | -$58.6K | 0.08% | 174 |
|
|
2015
Q4 | $1.04M | Buy |
9,370
+125
| +1% | +$13.9K | 0.08% | 174 |
|
|
2015
Q3 | $898K | Sell |
9,245
-125
| -1% | -$12.1K | 0.07% | 201 |
|
|
2015
Q2 | $910K | Sell |
9,370
-250
| -3% | -$24.3K | 0.06% | 217 |
|
|
2015
Q1 | $895K | Sell |
9,620
-90
| -0.9% | -$8.37K | 0.06% | 219 |
|
|
2014
Q4 | $785K | Hold |
9,710
| – | – | 0.06% | 231 |
|
|
2014
Q3 | $726K | Buy |
9,710
+238
| +3% | +$17.8K | 0.07% | 193 |
|
|
2014
Q2 | $687K | Sell |
9,472
-838
| -8% | -$60.8K | 0.07% | 194 |
|
|
2014
Q1 | $701K | Sell |
10,310
-650
| -6% | -$44.2K | 0.07% | 179 |
|
|
2013
Q4 | $757K | Buy |
10,960
+110
| +1% | +$7.6K | 0.08% | 166 |
|
|
2013
Q3 | $649K | Hold |
10,850
| – | – | 0.08% | 157 |
|
|
2013
Q2 | $639K | Buy |
+10,850
| New | +$639K | 0.08% | 147 |
|