RBO & Co’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.8M | Sell |
71,004
-1,625
| -2% | -$323K | 2.06% | 25 |
|
|
2025
Q4 | $15.8M | Buy |
72,629
+2,813
| +4% | +$616K | 2.51% | 17 |
|
|
2025
Q3 | $17.9M | Buy |
69,816
+451
| +0.7% | +$113K | 2.8% | 13 |
|
|
2025
Q2 | $18M | Buy |
69,365
+407
| +0.6% | +$104K | 2.88% | 14 |
|
|
2025
Q1 | $16.8M | Buy |
68,958
+406
| +0.6% | +$102K | 2.68% | 14 |
|
|
2024
Q4 | $17.5M | Buy |
68,552
+758
| +1% | +$203K | 2.85% | 13 |
|
|
2024
Q3 | $19.9M | Sell |
67,794
-124
| -0.2% | -$35K | 3.14% | 10 |
|
|
2024
Q2 | $16.5M | Sell |
67,918
-225
| -0.3% | -$53.7K | 2.94% | 12 |
|
|
2024
Q1 | $18.2M | Sell |
68,143
-44
| -0.1% | -$11.2K | 3.04% | 11 |
|
|
2023
Q4 | $16.9M | Sell |
68,187
-1,361
| -2% | -$276K | 2.89% | 14 |
|
|
2023
Q3 | $12.7M | Sell |
69,548
-837
| -1% | -$171K | 2.31% | 24 |
|
|
2023
Q2 | $16.6M | Hold |
70,385
| – | – | 2.82% | 15 |
|
|
2023
Q1 | $14.3M | Sell |
70,385
-385
| -0.5% | -$80.1K | 2.49% | 22 |
|
|
2022
Q4 | $13.8M | Buy |
70,770
+393
| +0.6% | +$71.8K | 2.43% | 22 |
|
|
2022
Q3 | $12.1M | Buy |
70,377
+2,606
| +4% | +$511K | 2.4% | 24 |
|
|
2022
Q2 | $12.4M | Buy |
67,771
+1,912
| +3% | +$383K | 2.27% | 25 |
|
|
2022
Q1 | $15.6M | Sell |
65,859
-505
| -0.8% | -$119K | 2.55% | 21 |
|
|
2021
Q4 | $19.4M | Buy |
66,364
+57
| +0.1% | +$15.9K | 3.06% | 12 |
|
|
2021
Q3 | $16.8M | Sell |
66,307
-103
| -0.2% | -$26.8K | 2.95% | 13 |
|
|
2021
Q2 | $15.9M | Sell |
66,410
-3,051
| -4% | -$682K | 2.78% | 15 |
|
|
2021
Q1 | $12.6M | Buy |
69,461
+1,722
| +3% | +$304K | 2.3% | 23 |
|
|
2020
Q4 | $13.1M | Buy |
67,739
+1,247
| +2% | +$210K | 2.63% | 21 |
|
|
2020
Q3 | $10.4M | Buy |
66,492
+70
| +0.1% | +$11.5K | 2.32% | 24 |
|
|
2020
Q2 | $11.4M | Sell |
66,422
-942
| -1% | -$140K | 2.76% | 21 |
|
|
2020
Q1 | $8.05M | Sell |
67,364
-365
| -0.5% | -$53.1K | 2.16% | 26 |
|
|
2019
Q4 | $9.49M | Hold |
67,729
| – | – | 2.09% | 27 |
|
|
2019
Q3 | $9.53M | Hold |
67,729
| – | – | 2.25% | 24 |
|
|
2019
Q2 | $9.16M | Sell |
67,729
-2,561
| -4% | -$321K | 2.15% | 26 |
|
|
2019
Q1 | $8.33M | Buy |
70,290
+172
| +0.2% | +$18.4K | 2% | 29 |
|
|
2018
Q4 | $6.53M | Buy |
70,118
+17,618
| +34% | +$1.88M | 1.72% | 32 |
|
|
2018
Q3 | $6.86M | Sell |
52,500
-1,576
| -3% | -$205K | 1.64% | 31 |
|
|
2018
Q2 | $6.76M | Hold |
54,076
| – | – | 1.7% | 30 |
|
|
2018
Q1 | $6.37M | Hold |
54,076
| – | – | 1.62% | 30 |
|
|
2017
Q4 | $6.38M | Buy |
54,076
+20,701
| +62% | +$2.33M | 1.6% | 30 |
|
|
2017
Q3 | $3.54M | Buy |
+33,375
| New | +$4.41M | 0.92% | 36 |
|
Other funds holding EFX
VCM
VPM
SCP
