&Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.36M | Buy |
12,968
+2,743
| +27% | +$710K | 0.03% | 476 |
|
2025
Q1 | $2.46M | Buy |
10,225
+1,332
| +15% | +$320K | 0.03% | 470 |
|
2024
Q4 | $2.26M | Buy |
8,893
+1,793
| +25% | +$455K | 0.03% | 463 |
|
2024
Q3 | $2.08M | Buy |
7,100
+2,914
| +70% | +$854K | 0.04% | 358 |
|
2024
Q2 | $1.01M | Buy |
4,186
+2,889
| +223% | +$700K | 0.04% | 349 |
|
2024
Q1 | $347K | Buy |
1,297
+197
| +18% | +$52.7K | 0.05% | 337 |
|
2023
Q4 | $272K | Hold |
1,100
| – | – | 0.07% | 226 |
|
2023
Q3 | $201K | Hold |
1,100
| – | – | 0.09% | 164 |
|
2023
Q2 | $259K | Hold |
1,100
| – | – | 0.12% | 143 |
|
2023
Q1 | $223K | Hold |
1,100
| – | – | 0.11% | 151 |
|
2022
Q4 | $214K | Buy |
+1,100
| New | +$214K | 0.11% | 161 |
|
2022
Q3 | – | Sell |
-1,100
| Closed | -$201K | – | 189 |
|
2022
Q2 | $201K | Hold |
1,100
| – | – | 0.12% | 168 |
|
2022
Q1 | $261K | Hold |
1,100
| – | – | 0.15% | 144 |
|
2021
Q4 | $322K | Hold |
1,100
| – | – | 0.19% | 117 |
|
2021
Q3 | $279K | Hold |
1,100
| – | – | 0.18% | 128 |
|
2021
Q2 | $263K | Sell |
1,100
-100
| -8% | -$23.9K | 0.17% | 136 |
|
2021
Q1 | $217K | Buy |
1,200
+100
| +9% | +$18.1K | 0.16% | 142 |
|
2020
Q4 | $212K | Buy |
+1,100
| New | +$212K | 0.18% | 128 |
|