Moody National Bank Trust Division’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,296
| Closed | -$237K | – | 545 |
|
|
2023
Q3 | $237K | Buy |
1,296
+25
| +2% | +$4.58K | 0.02% | 547 |
|
|
2023
Q2 | $299K | Hold |
1,271
| – | – | 0.02% | 513 |
|
|
2023
Q1 | $258K | Hold |
1,271
| – | – | 0.02% | 536 |
|
|
2022
Q4 | $247K | Hold |
1,271
| – | – | 0.02% | 532 |
|
|
2022
Q3 | $218K | Hold |
1,271
| – | – | 0.02% | 548 |
|
|
2022
Q2 | $232K | Buy |
+1,271
| New | +$232K | 0.02% | 465 |
|
|
2019
Q2 | – | Sell |
-131
| Closed | -$16K | – | 540 |
|
|
2019
Q1 | $16K | Buy |
+131
| New | +$16K | ﹤0.01% | 579 |
|