Montag & Associates’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Sell |
50,158
-3,207
| -6% | -$832K | 0.63% | 41 |
|
|
2025
Q1 | $13M | Sell |
53,365
-893
| -2% | -$217K | 0.65% | 43 |
|
|
2024
Q4 | $13.8M | Sell |
54,258
-100
| -0.2% | -$25.5K | 0.66% | 38 |
|
|
2024
Q3 | $16M | Buy |
54,358
+275
| +0.5% | +$80.8K | 0.75% | 32 |
|
|
2024
Q2 | $13.1M | Sell |
54,083
-288
| -0.5% | -$69.8K | 0.66% | 40 |
|
|
2024
Q1 | $14.5M | Sell |
54,371
-831
| -2% | -$222K | 0.73% | 33 |
|
|
2023
Q4 | $13.7M | Sell |
55,202
-1,632
| -3% | -$404K | 0.76% | 31 |
|
|
2023
Q3 | $10.4M | Sell |
56,834
-6
| -0% | -$1.1K | 0.66% | 38 |
|
|
2023
Q2 | $13.4M | Sell |
56,840
-1,048
| -2% | -$247K | 0.82% | 26 |
|
|
2023
Q1 | $11.7M | Sell |
57,888
-560
| -1% | -$114K | 0.77% | 28 |
|
|
2022
Q4 | $11.4M | Sell |
58,448
-922
| -2% | -$179K | 0.76% | 28 |
|
|
2022
Q3 | $10.2M | Sell |
59,370
-2,300
| -4% | -$394K | 0.7% | 33 |
|
|
2022
Q2 | $11.3M | Sell |
61,670
-360
| -0.6% | -$65.8K | 0.73% | 30 |
|
|
2022
Q1 | $14.7M | Sell |
62,030
-561
| -0.9% | -$133K | 0.78% | 26 |
|
|
2021
Q4 | $18.3M | Sell |
62,591
-1,248
| -2% | -$365K | 0.9% | 22 |
|
|
2021
Q3 | $16.2M | Sell |
63,839
-8,528
| -12% | -$2.16M | 0.87% | 27 |
|
|
2021
Q2 | $17.3M | Sell |
72,367
-443
| -0.6% | -$106K | 0.92% | 22 |
|
|
2021
Q1 | $13.2M | Sell |
72,810
-2,287
| -3% | -$414K | 0.74% | 32 |
|
|
2020
Q4 | $14.5M | Sell |
75,097
-153
| -0.2% | -$29.5K | 0.89% | 25 |
|
|
2020
Q3 | $11.8M | Sell |
75,250
-348
| -0.5% | -$54.6K | 0.95% | 26 |
|
|
2020
Q2 | $13M | Sell |
75,598
-1,300
| -2% | -$223K | 1.14% | 18 |
|
|
2020
Q1 | $9.19M | Sell |
76,898
-750
| -1% | -$89.6K | 0.92% | 28 |
|
|
2019
Q4 | $10.9M | Sell |
77,648
-1,400
| -2% | -$196K | 0.87% | 31 |
|
|
2019
Q3 | $11.1M | Hold |
79,048
| – | – | 0.97% | 27 |
|
|
2019
Q2 | $10.7M | Sell |
79,048
-1,539
| -2% | -$208K | 0.95% | 24 |
|
|
2019
Q1 | $9.55M | Sell |
80,587
-75
| -0.1% | -$8.89K | 0.89% | 28 |
|
|
2018
Q4 | $7.51M | Sell |
80,662
-347
| -0.4% | -$32.3K | 0.81% | 34 |
|
|
2018
Q3 | $10.6M | Hold |
81,009
| – | – | 0.93% | 24 |
|
|
2018
Q2 | $10.1M | Sell |
81,009
-100
| -0.1% | -$12.5K | 1.04% | 18 |
|
|
2018
Q1 | $9.56M | Sell |
81,109
-1,253
| -2% | -$148K | 0.98% | 21 |
|
|
2017
Q4 | $9.71M | Sell |
82,362
-6,807
| -8% | -$803K | 0.94% | 22 |
|
|
2017
Q3 | $9.45M | Sell |
89,169
-9,885
| -10% | -$1.05M | 1.01% | 15 |
|
|
2017
Q2 | $13.6M | Sell |
99,054
-725
| -0.7% | -$99.6K | 1.53% | 7 |
|
|
2017
Q1 | $13.6M | Sell |
99,779
-2,076
| -2% | -$284K | 1.53% | 6 |
|
|
2016
Q4 | $12M | Sell |
101,855
-3,782
| -4% | -$447K | 1.42% | 9 |
|
|
2016
Q3 | $14.2M | Sell |
105,637
-1,998
| -2% | -$269K | 1.81% | 4 |
|
|
2016
Q2 | $13.8M | Sell |
107,635
-753
| -0.7% | -$96.7K | 1.82% | 5 |
|
|
2016
Q1 | $12.4M | Sell |
108,388
-2,450
| -2% | -$280K | 1.74% | 7 |
|
|
2015
Q4 | $12.3M | Sell |
110,838
-1,767
| -2% | -$197K | 1.81% | 7 |
|
|
2015
Q3 | $10.9M | Sell |
112,605
-50
| -0% | -$4.86K | 1.71% | 6 |
|
|
2015
Q2 | $10.9M | Sell |
112,655
-200
| -0.2% | -$19.4K | 1.59% | 8 |
|
|
2015
Q1 | $10.5M | Sell |
112,855
-1,000
| -0.9% | -$93K | 1.52% | 9 |
|
|
2014
Q4 | $9.21M | Buy |
113,855
+786
| +0.7% | +$63.6K | 1.38% | 10 |
|
|
2014
Q3 | $8.45M | Sell |
113,069
-1,450
| -1% | -$108K | 1.39% | 13 |
|
|
2014
Q2 | $8.31M | Sell |
114,519
-150
| -0.1% | -$10.9K | 1.35% | 14 |
|
|
2014
Q1 | $7.8M | Buy |
114,669
+7,250
| +7% | +$493K | 1.32% | 17 |
|
|
2013
Q4 | $7.42M | Sell |
107,419
-15
| -0% | -$1.04K | 1.27% | 20 |
|
|
2013
Q3 | $6.43M | Buy |
107,434
+2,484
| +2% | +$149K | 1.2% | 21 |
|
|
2013
Q2 | $6.19M | Buy |
+104,950
| New | +$6.19M | 1.26% | 16 |
|