Oppenheimer Asset Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
13,162
+11,268
| +595% | +$2.92M | 0.04% | 413 |
|
|
2025
Q1 | $461K | Buy |
+1,894
| New | +$461K | 0.01% | 869 |
|
|
2020
Q2 | – | Sell |
-472
| Closed | -$56K | – | 1167 |
|
|
2020
Q1 | $56K | Buy |
472
+118
| +33% | +$14K | ﹤0.01% | 1238 |
|
|
2019
Q4 | $50K | Hold |
354
| – | – | ﹤0.01% | 1338 |
|
|
2019
Q3 | $50K | Sell |
354
-13
| -4% | -$1.84K | ﹤0.01% | 1341 |
|
|
2019
Q2 | $50K | Hold |
367
| – | – | ﹤0.01% | 1375 |
|
|
2019
Q1 | $44K | Hold |
367
| – | – | ﹤0.01% | 1374 |
|
|
2018
Q4 | $34K | Buy |
+367
| New | +$34K | ﹤0.01% | 1403 |
|
|
2017
Q4 | – | Sell |
-1,872
| Closed | -$198K | – | 1188 |
|
|
2017
Q3 | $198K | Sell |
1,872
-7,917
| -81% | -$837K | 0.01% | 1050 |
|
|
2017
Q2 | $1.35M | Sell |
9,789
-50
| -0.5% | -$6.88K | 0.04% | 487 |
|
|
2017
Q1 | $1.35M | Buy |
+9,839
| New | +$1.35M | 0.04% | 471 |
|