NorthRock Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
1,551
+7
| +0.5% | +$1.82K | 0.01% | 451 |
|
|
2025
Q1 | $376K | Sell |
1,544
-87
| -5% | -$21.2K | 0.01% | 422 |
|
|
2024
Q4 | $416K | Buy |
1,631
+29
| +2% | +$7.39K | 0.01% | 391 |
|
|
2024
Q3 | $471K | Sell |
1,602
-147
| -8% | -$43.2K | 0.02% | 376 |
|
|
2024
Q2 | $424K | Buy |
1,749
+15
| +0.9% | +$3.64K | 0.02% | 381 |
|
|
2024
Q1 | $464K | Sell |
1,734
-39
| -2% | -$10.4K | 0.02% | 371 |
|
|
2023
Q4 | $438K | Buy |
1,773
+487
| +38% | +$120K | 0.02% | 357 |
|
|
2023
Q3 | $236K | Sell |
1,286
-36
| -3% | -$6.59K | 0.02% | 288 |
|
|
2023
Q2 | $311K | Sell |
1,322
-28
| -2% | -$6.59K | 0.03% | 211 |
|
|
2023
Q1 | $274K | Sell |
1,350
-51
| -4% | -$10.3K | 0.03% | 244 |
|
|
2022
Q4 | $272K | Buy |
+1,401
| New | +$272K | 0.03% | 260 |
|
|
2022
Q3 | – | Sell |
-1,101
| Closed | -$201K | – | 313 |
|
|
2022
Q2 | $201K | Buy |
1,101
+41
| +4% | +$7.49K | 0.02% | 289 |
|
|
2022
Q1 | $251K | Sell |
1,060
-29
| -3% | -$6.87K | 0.02% | 274 |
|
|
2021
Q4 | $319K | Buy |
1,089
+139
| +15% | +$40.7K | 0.02% | 234 |
|
|
2021
Q3 | $241K | Buy |
+950
| New | +$241K | 0.02% | 242 |
|