O'Shaughnessy 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 | $3.65M | Buy |
14,057
+2,451
| +21% | +$636K | 0.02% | 569 |
|
|
2025
Q1 | $2.83M | Buy |
11,606
+3,001
| +35% | +$731K | 0.02% | 579 |
|
|
2024
Q4 | $2.19M | Buy |
8,605
+630
| +8% | +$161K | 0.02% | 624 |
|
|
2024
Q3 | $2.32M | Buy |
7,975
+890
| +13% | +$259K | 0.02% | 600 |
|
|
2024
Q2 | $1.72M | Buy |
7,085
+754
| +12% | +$183K | 0.02% | 650 |
|
|
2024
Q1 | $1.69M | Buy |
6,331
+1,313
| +26% | +$351K | 0.02% | 631 |
|
|
2023
Q4 | $1.24M | Buy |
5,018
+1,248
| +33% | +$309K | 0.02% | 671 |
|
|
2023
Q3 | $691K | Buy |
3,770
+529
| +16% | +$96.9K | 0.01% | 806 |
|
|
2023
Q2 | $763K | Buy |
3,241
+638
| +25% | +$150K | 0.01% | 739 |
|
|
2023
Q1 | $528K | Buy |
2,603
+257
| +11% | +$52.1K | 0.01% | 849 |
|
|
2022
Q4 | $456K | Buy |
2,346
+1,092
| +87% | +$212K | 0.01% | 826 |
|
|
2022
Q3 | $215K | Sell |
1,254
-201
| -14% | -$34.5K | ﹤0.01% | 1049 |
|
|
2022
Q2 | $266K | Buy |
1,455
+260
| +22% | +$47.5K | ﹤0.01% | 926 |
|
|
2022
Q1 | $283K | Sell |
1,195
-140
| -10% | -$33.2K | ﹤0.01% | 919 |
|
|
2021
Q4 | $391K | Buy |
1,335
+86
| +7% | +$25.2K | 0.01% | 771 |
|
|
2021
Q3 | $317K | Buy |
1,249
+323
| +35% | +$82K | 0.01% | 821 |
|
|
2021
Q2 | $222K | Buy |
926
+376
| +68% | +$90.1K | ﹤0.01% | 976 |
|
|
2021
Q1 | $100K | Buy |
550
+12
| +2% | +$2.18K | ﹤0.01% | 1198 |
|
|
2020
Q4 | $104K | Buy |
538
+23
| +4% | +$4.45K | ﹤0.01% | 1056 |
|
|
2020
Q3 | $81K | Buy |
515
+384
| +293% | +$60.4K | ﹤0.01% | 964 |
|
|
2020
Q2 | $23K | Buy |
131
+120
| +1,091% | +$21.1K | ﹤0.01% | 1124 |
|
|
2020
Q1 | $1K | Sell |
11
-10
| -48% | -$909 | ﹤0.01% | 1211 |
|
|
2019
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 1568 |
|
|
2017
Q1 | – | Sell |
-18,972
| Closed | -$2.24M | – | 901 |
|
|
2016
Q4 | $2.24M | Sell |
18,972
-1,273
| -6% | -$151K | 0.05% | 198 |
|
|
2016
Q3 | $2.73M | Sell |
20,245
-2,784
| -12% | -$375K | 0.06% | 180 |
|
|
2016
Q2 | $2.96M | Sell |
23,029
-256
| -1% | -$32.9K | 0.08% | 171 |
|
|
2016
Q1 | $2.65M | Buy |
23,285
+16,140
| +226% | +$1.84M | 0.07% | 177 |
|
|
2015
Q4 | $796K | Buy |
7,145
+2,690
| +60% | +$300K | 0.02% | 309 |
|
|
2015
Q3 | $433K | Buy |
4,455
+2,355
| +112% | +$229K | 0.01% | 391 |
|
|
2015
Q2 | $204K | Buy |
2,100
+2,098
| +104,900% | +$204K | ﹤0.01% | 522 |
|
|
2015
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1042 |
|
|
2014
Q1 | – | Sell |
-2,468
| Closed | -$171K | – | 997 |
|
|
2013
Q4 | $171K | Sell |
2,468
-16,212
| -87% | -$1.12M | ﹤0.01% | 556 |
|
|
2013
Q3 | $1.12M | Sell |
18,680
-33,014
| -64% | -$1.97M | 0.03% | 306 |
|
|
2013
Q2 | $3.05M | Buy |
+51,694
| New | +$3.05M | 0.08% | 179 |
|