Next Financial Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $10K | Sell |
34
-17
| -33% | -$5K | ﹤0.01% | 2173 |
|
2021
Q3 | $13K | Buy |
51
+23
| +82% | +$5.86K | ﹤0.01% | 1949 |
|
2021
Q2 | $7K | Buy |
28
+1
| +4% | +$250 | ﹤0.01% | 2095 |
|
2021
Q1 | $5K | Buy |
27
+2
| +8% | +$370 | ﹤0.01% | 2092 |
|
2020
Q4 | $5K | Sell |
25
-17
| -40% | -$3.4K | ﹤0.01% | 1972 |
|
2020
Q3 | $7K | Sell |
42
-2,770
| -99% | -$462K | ﹤0.01% | 1722 |
|
2020
Q2 | $483K | Buy |
2,812
+656
| +30% | +$113K | 0.06% | 300 |
|
2020
Q1 | $258K | Buy |
2,156
+349
| +19% | +$41.8K | 0.03% | 469 |
|
2019
Q4 | $253K | Buy |
1,807
+610
| +51% | +$85.4K | 0.03% | 615 |
|
2019
Q3 | $168K | Buy |
1,197
+316
| +36% | +$44.4K | 0.02% | 737 |
|
2019
Q2 | $119K | Buy |
881
+846
| +2,417% | +$114K | 0.01% | 846 |
|
2019
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 1295 |
|
2018
Q4 | $3K | Sell |
35
-190
| -84% | -$16.3K | ﹤0.01% | 1658 |
|
2018
Q3 | $29K | Buy |
+225
| New | +$29K | 0.01% | 668 |
|
2017
Q1 | – | Sell |
-300
| Closed | -$35K | – | 1978 |
|
2016
Q4 | $35K | Hold |
300
| – | – | 0.01% | 1100 |
|
2016
Q3 | $40K | Buy |
+300
| New | +$40K | 0.01% | 1045 |
|