Private Trust Company’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
820
-31
| -4% | -$8.04K | 0.02% | 695 |
|
|
2025
Q1 | $207K | Sell |
851
-192
| -18% | -$46.8K | 0.02% | 695 |
|
|
2024
Q4 | $266K | Buy |
1,043
+32
| +3% | +$8.16K | 0.03% | 590 |
|
|
2024
Q3 | $297K | Sell |
1,011
-78
| -7% | -$22.9K | 0.03% | 558 |
|
|
2024
Q2 | $264K | Sell |
1,089
-219
| -17% | -$53.1K | 0.03% | 565 |
|
|
2024
Q1 | $350K | Sell |
1,308
-228
| -15% | -$61K | 0.04% | 466 |
|
|
2023
Q4 | $380K | Buy |
1,536
+1
| +0.1% | +$247 | 0.04% | 420 |
|
|
2023
Q3 | $281K | Sell |
1,535
-14
| -0.9% | -$2.57K | 0.04% | 471 |
|
|
2023
Q2 | $364K | Sell |
1,549
-21
| -1% | -$4.94K | 0.05% | 407 |
|
|
2023
Q1 | $318K | Sell |
1,570
-24
| -2% | -$4.87K | 0.04% | 411 |
|
|
2022
Q4 | $310K | Sell |
1,594
-119
| -7% | -$23.1K | 0.05% | 407 |
|
|
2022
Q3 | $294K | Sell |
1,713
-52
| -3% | -$8.93K | 0.05% | 394 |
|
|
2022
Q2 | $323K | Sell |
1,765
-494
| -22% | -$90.4K | 0.05% | 374 |
|
|
2022
Q1 | $536K | Sell |
2,259
-128
| -5% | -$30.4K | 0.08% | 217 |
|
|
2021
Q4 | $699K | Sell |
2,387
-138
| -5% | -$40.4K | 0.1% | 212 |
|
|
2021
Q3 | $640K | Sell |
2,525
-124
| -5% | -$31.4K | 0.09% | 224 |
|
|
2021
Q2 | $634K | Sell |
2,649
-32
| -1% | -$7.66K | 0.1% | 224 |
|
|
2021
Q1 | $485K | Buy |
2,681
+30
| +1% | +$5.43K | 0.08% | 257 |
|
|
2020
Q4 | $511K | Buy |
2,651
+46
| +2% | +$8.87K | 0.09% | 242 |
|
|
2020
Q3 | $408K | Buy |
2,605
+16
| +0.6% | +$2.51K | 0.08% | 249 |
|
|
2020
Q2 | $445K | Buy |
2,589
+128
| +5% | +$22K | 0.09% | 230 |
|
|
2020
Q1 | $293K | Buy |
2,461
+128
| +5% | +$15.2K | 0.08% | 265 |
|
|
2019
Q4 | $326K | Buy |
2,333
+51
| +2% | +$7.13K | 0.06% | 296 |
|
|
2019
Q3 | $321K | Buy |
2,282
+36
| +2% | +$5.06K | 0.06% | 288 |
|
|
2019
Q2 | $303K | Buy |
2,246
+1
| +0% | +$135 | 0.06% | 290 |
|
|
2019
Q1 | $266K | Buy |
2,245
+38
| +2% | +$4.5K | 0.06% | 307 |
|
|
2018
Q4 | $205K | Sell |
2,207
-74
| -3% | -$6.87K | 0.05% | 331 |
|
|
2018
Q3 | $297K | Hold |
2,281
| – | – | 0.06% | 302 |
|
|
2018
Q2 | $285K | Sell |
2,281
-132
| -5% | -$16.5K | 0.06% | 299 |
|
|
2018
Q1 | $284K | Buy |
2,413
+285
| +13% | +$33.5K | 0.06% | 303 |
|
|
2017
Q4 | $250K | Sell |
2,128
-152
| -7% | -$17.9K | 0.05% | 320 |
|
|
2017
Q3 | $241K | Sell |
2,280
-5,315
| -70% | -$562K | 0.05% | 330 |
|
|
2017
Q2 | $1.04M | Sell |
7,595
-222
| -3% | -$30.5K | 0.23% | 109 |
|
|
2017
Q1 | $1.07M | Buy |
7,817
+3,677
| +89% | +$502K | 0.25% | 100 |
|
|
2016
Q4 | $489K | Buy |
4,140
+99
| +2% | +$11.7K | 0.12% | 206 |
|
|
2016
Q3 | $543K | Buy |
4,041
+40
| +1% | +$5.38K | 0.13% | 184 |
|
|
2016
Q2 | $513K | Sell |
4,001
-943
| -19% | -$121K | 0.13% | 184 |
|
|
2016
Q1 | $565K | Sell |
4,944
-44
| -0.9% | -$5.03K | 0.15% | 162 |
|
|
2015
Q4 | $555K | Buy |
4,988
+41
| +0.8% | +$4.56K | 0.16% | 166 |
|
|
2015
Q3 | $480K | Sell |
4,947
-90
| -2% | -$8.73K | 0.14% | 180 |
|
|
2015
Q2 | $489K | Buy |
5,037
+50
| +1% | +$4.85K | 0.14% | 188 |
|
|
2015
Q1 | $463K | Hold |
4,987
| – | – | 0.13% | 198 |
|
|
2014
Q4 | $403K | Buy |
4,987
+405
| +9% | +$32.7K | 0.13% | 198 |
|
|
2014
Q3 | $342K | Sell |
4,582
-220
| -5% | -$16.4K | 0.12% | 205 |
|
|
2014
Q2 | $348K | Sell |
4,802
-1,710
| -26% | -$124K | 0.11% | 207 |
|
|
2014
Q1 | $443K | Sell |
6,512
-186
| -3% | -$12.7K | 0.17% | 144 |
|
|
2013
Q4 | $463K | Sell |
6,698
-80
| -1% | -$5.53K | 0.19% | 130 |
|
|
2013
Q3 | $406K | Sell |
6,778
-283
| -4% | -$17K | 0.18% | 130 |
|
|
2013
Q2 | $416K | Buy |
+7,061
| New | +$416K | 0.19% | 130 |
|