Oakworth Capital’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-50
| Closed | -$6K | – | 623 |
|
|
2019
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 491 |
|
|
2018
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 488 |
|
|
2018
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 490 |
|
|
2018
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 518 |
|
|
2018
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 493 |
|
|
2017
Q4 | $6K | Sell |
50
-6,330
| -99% | -$760K | ﹤0.01% | 501 |
|
|
2017
Q3 | $909K | Buy |
6,380
+6,330
| +12,660% | +$902K | 0.23% | 45 |
|
|
2017
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 495 |
|
|
2017
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 494 |
|
|
2016
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 506 |
|
|
2016
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 474 |
|
|
2016
Q2 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 465 |
|