Oppenheimer & Co’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,023
| Closed | -$249K | – | 1630 |
|
|
2025
Q1 | $249K | Buy |
1,023
+10
| +1% | +$2.44K | ﹤0.01% | 1357 |
|
|
2024
Q4 | $258K | Sell |
1,013
-292
| -22% | -$74.4K | ﹤0.01% | 1342 |
|
|
2024
Q3 | $383K | Buy |
1,305
+243
| +23% | +$71.4K | 0.01% | 1136 |
|
|
2024
Q2 | $257K | Buy |
+1,062
| New | +$257K | ﹤0.01% | 1253 |
|
|
2017
Q3 | – | Sell |
-2,658
| Closed | -$365K | – | 1317 |
|
|
2017
Q2 | $365K | Sell |
2,658
-76
| -3% | -$10.4K | 0.01% | 945 |
|
|
2017
Q1 | $374K | Sell |
2,734
-125
| -4% | -$17.1K | 0.01% | 910 |
|
|
2016
Q4 | $338K | Sell |
2,859
-22,217
| -89% | -$2.63M | 0.01% | 948 |
|
|
2016
Q3 | $3.37M | Sell |
25,076
-2,526
| -9% | -$340K | 0.1% | 241 |
|
|
2016
Q2 | $3.54M | Sell |
27,602
-479
| -2% | -$61.5K | 0.11% | 226 |
|
|
2016
Q1 | $3.21M | Sell |
28,081
-23,083
| -45% | -$2.64M | 0.1% | 236 |
|
|
2015
Q4 | $5.7M | Buy |
51,164
+15,780
| +45% | +$1.76M | 0.17% | 135 |
|
|
2015
Q3 | $3.44M | Buy |
35,384
+12,283
| +53% | +$1.19M | 0.1% | 218 |
|
|
2015
Q2 | $2.24M | Sell |
23,101
-9,204
| -28% | -$893K | 0.06% | 359 |
|
|
2015
Q1 | $3M | Sell |
32,305
-4,504
| -12% | -$419K | 0.08% | 284 |
|
|
2014
Q4 | $2.98M | Sell |
36,809
-3,328
| -8% | -$269K | 0.09% | 279 |
|
|
2014
Q3 | $3M | Buy |
40,137
+7,403
| +23% | +$553K | 0.09% | 267 |
|
|
2014
Q2 | $2.37M | Buy |
+32,734
| New | +$2.37M | 0.07% | 327 |
|