Oakbrook Investments’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,550
| Closed | -$918K | – | 210 |
|
|
2019
Q4 | $918K | Buy |
+6,550
| New | +$918K | 0.19% | 143 |
|
|
2019
Q3 | – | Sell |
-6,312
| Closed | -$854K | – | 609 |
|
|
2019
Q2 | $854K | Buy |
6,312
+190
| +3% | +$25.7K | 0.05% | 288 |
|
|
2019
Q1 | $725K | Sell |
6,122
-5,735
| -48% | -$679K | 0.04% | 316 |
|
|
2018
Q4 | $1.1M | Sell |
11,857
-1,770
| -13% | -$165K | 0.07% | 203 |
|
|
2018
Q3 | $1.78M | Buy |
13,627
+4,000
| +42% | +$522K | 0.1% | 171 |
|
|
2018
Q2 | $1.2M | Sell |
9,627
-2,348
| -20% | -$294K | 0.08% | 186 |
|
|
2018
Q1 | $1.41M | Buy |
11,975
+325
| +3% | +$38.3K | 0.09% | 178 |
|
|
2017
Q4 | $1.37M | Buy |
11,650
+320
| +3% | +$37.7K | 0.09% | 169 |
|
|
2017
Q3 | $1.2M | Buy |
11,330
+3,350
| +42% | +$355K | 0.08% | 200 |
|
|
2017
Q2 | $1.1M | Buy |
7,980
+3,280
| +70% | +$451K | 0.07% | 200 |
|
|
2017
Q1 | $643K | Sell |
4,700
-5,175
| -52% | -$708K | 0.04% | 305 |
|
|
2016
Q4 | $1.17M | Sell |
9,875
-2,425
| -20% | -$287K | 0.08% | 203 |
|
|
2016
Q3 | $1.66M | Buy |
12,300
+10,575
| +613% | +$1.42M | 0.1% | 172 |
|
|
2016
Q2 | $221K | Sell |
1,725
-425
| -20% | -$54.4K | 0.01% | 514 |
|
|
2016
Q1 | $246K | Sell |
2,150
-10,675
| -83% | -$1.22M | 0.02% | 465 |
|
|
2015
Q4 | $1.43M | Sell |
12,825
-2,075
| -14% | -$231K | 0.09% | 182 |
|
|
2015
Q3 | $1.45M | Sell |
14,900
-150
| -1% | -$14.6K | 0.1% | 192 |
|
|
2015
Q2 | $1.46M | Buy |
+15,050
| New | +$1.46M | 0.09% | 206 |
|
|
2014
Q4 | – | Sell |
-9,650
| Closed | -$721K | – | 562 |
|
|
2014
Q3 | $721K | Buy |
+9,650
| New | +$721K | 0.04% | 308 |
|
|
2014
Q2 | – | Sell |
-38,388
| Closed | -$2.61M | – | 615 |
|
|
2014
Q1 | $2.61M | Sell |
38,388
-6,300
| -14% | -$429K | 0.08% | 243 |
|
|
2013
Q4 | $3.09M | Sell |
44,688
-1,625
| -4% | -$112K | 0.09% | 236 |
|
|
2013
Q3 | $2.77M | Sell |
46,313
-4,350
| -9% | -$260K | 0.08% | 241 |
|
|
2013
Q2 | $2.99M | Buy |
+50,663
| New | +$2.99M | 0.09% | 243 |
|