Rockefeller Capital Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,937
| Closed | -$392K | – | 1868 |
|
|
2023
Q1 | $392K | Buy |
1,937
+313
| +19% | +$63.3K | ﹤0.01% | 1453 |
|
|
2022
Q4 | $315K | Sell |
1,624
-146
| -8% | -$28.3K | ﹤0.01% | 1453 |
|
|
2022
Q3 | $303K | Sell |
1,770
-35
| -2% | -$5.99K | ﹤0.01% | 1465 |
|
|
2022
Q2 | $329K | Buy |
1,805
+456
| +34% | +$83.1K | ﹤0.01% | 1438 |
|
|
2022
Q1 | $319K | Buy |
1,349
+82
| +6% | +$19.4K | ﹤0.01% | 1497 |
|
|
2021
Q4 | $371K | Sell |
1,267
-73
| -5% | -$21.4K | ﹤0.01% | 1421 |
|
|
2021
Q3 | $339K | Buy |
1,340
+310
| +30% | +$78.4K | ﹤0.01% | 1397 |
|
|
2021
Q2 | $246K | Buy |
1,030
+701
| +213% | +$167K | ﹤0.01% | 1433 |
|
|
2021
Q1 | $59K | Buy |
329
+3
| +0.9% | +$538 | ﹤0.01% | 1824 |
|
|
2020
Q4 | $62K | Buy |
326
+10
| +3% | +$1.9K | ﹤0.01% | 1605 |
|
|
2020
Q3 | $49K | Sell |
316
-88
| -22% | -$13.6K | ﹤0.01% | 1509 |
|
|
2020
Q2 | $69K | Buy |
404
+77
| +24% | +$13.2K | ﹤0.01% | 1312 |
|
|
2020
Q1 | $39K | Buy |
327
+48
| +17% | +$5.73K | ﹤0.01% | 1306 |
|
|
2019
Q4 | $39K | Buy |
279
+12
| +4% | +$1.68K | ﹤0.01% | 1208 |
|
|
2019
Q3 | $38K | Sell |
267
-9
| -3% | -$1.28K | ﹤0.01% | 1052 |
|
|
2019
Q2 | $37K | Sell |
276
-66
| -19% | -$8.85K | ﹤0.01% | 883 |
|
|
2019
Q1 | $41K | Buy |
+342
| New | +$41K | ﹤0.01% | 975 |
|