Morningstar Investment Services’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,994
| Closed | -$579K | – | 204 |
|
|
2024
Q3 | $579K | Buy |
1,994
+868
| +77% | +$252K | 0.01% | 259 |
|
|
2024
Q2 | $270K | Buy |
1,126
+59
| +6% | +$14.1K | ﹤0.01% | 329 |
|
|
2024
Q1 | $280K | Buy |
+1,067
| New | +$280K | ﹤0.01% | 294 |
|
|
2023
Q4 | – | Sell |
-22,396
| Closed | -$4.1M | – | 406 |
|
|
2023
Q3 | $4.1M | Buy |
22,396
+15,172
| +210% | +$2.78M | 0.05% | 141 |
|
|
2023
Q2 | $1.69M | Sell |
7,224
-275
| -4% | -$64.5K | 0.02% | 161 |
|
|
2023
Q1 | $1.5M | Buy |
7,499
+5,190
| +225% | +$1.04M | 0.02% | 160 |
|
|
2022
Q4 | $470K | Buy |
2,309
+4
| +0.2% | +$814 | 0.01% | 184 |
|
|
2022
Q3 | $384K | Sell |
2,305
-13,675
| -86% | -$2.28M | 0.01% | 181 |
|
|
2022
Q2 | $2.88M | Buy |
15,980
+2,530
| +19% | +$456K | 0.04% | 135 |
|
|
2022
Q1 | $3.22M | Buy |
+13,450
| New | +$3.22M | 0.04% | 149 |
|
|
2019
Q4 | – | Sell |
-1,530
| Closed | -$215K | – | 198 |
|
|
2019
Q3 | $215K | Sell |
1,530
-2,011
| -57% | -$283K | ﹤0.01% | 184 |
|
|
2019
Q2 | $479K | Sell |
3,541
-334
| -9% | -$45.2K | 0.01% | 168 |
|
|
2019
Q1 | $459K | Sell |
3,875
-546
| -12% | -$64.7K | 0.01% | 159 |
|
|
2018
Q4 | $412K | Buy |
4,421
+1,572
| +55% | +$146K | 0.01% | 162 |
|
|
2018
Q3 | $372K | Buy |
2,849
+561
| +25% | +$73.3K | 0.01% | 168 |
|
|
2018
Q2 | $286K | Buy |
+2,288
| New | +$286K | 0.01% | 188 |
|