MAI Capital Management’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 | $789K | Sell |
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|
2025
Q2 | $807K | Buy |
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|
2025
Q1 | $622K | Buy |
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|
2024
Q4 | $649K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q4 | $414K | Buy |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $220K | Buy |
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|
2020
Q4 | $219K | Sell |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $328K | Hold |
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|
2019
Q3 | $330K | Hold |
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|
2019
Q2 | $317K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1M | Sell |
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|
2017
Q1 | $1.02M | Buy |
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|
2016
Q4 | $867K | Hold |
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|
2016
Q3 | $986K | Sell |
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|
2016
Q2 | $955K | Sell |
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|
2016
Q1 | $1.01M | Sell |
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|
2015
Q4 | $1.04M | Buy |
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|
2015
Q3 | $898K | Sell |
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|
2015
Q2 | $910K | Sell |
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|
2015
Q1 | $895K | Sell |
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|
2014
Q4 | $785K | Hold |
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|
2014
Q3 | $726K | Buy |
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|
2014
Q2 | $687K | Sell |
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|
2014
Q1 | $701K | Sell |
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|
2013
Q4 | $757K | Buy |
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|
2013
Q3 | $649K | Hold |
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|
2013
Q2 | $639K | Buy |
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