Roundview Capital’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $510K | Hold |
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|
2024
Q3 | $588K | Hold |
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|
2024
Q2 | $485K | Sell |
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|
2024
Q1 | $555K | Hold |
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|
2023
Q4 | $513K | Sell |
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|
2023
Q3 | $393K | Sell |
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|
2023
Q2 | $511K | Hold |
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|
2023
Q1 | $440K | Buy |
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|
2022
Q4 | $415K | Sell |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $324K | Hold |
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|
2021
Q4 | $400K | Hold |
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|
2021
Q3 | $346K | Hold |
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|
2021
Q2 | $327K | Hold |
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|
2021
Q1 | $247K | Hold |
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $244K | Hold |
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|
2020
Q2 | $267K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Hold |
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|
2019
Q3 | $226K | Hold |
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|
2019
Q2 | $217K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $384K | Buy |
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|
2018
Q2 | $358K | Buy |
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|
2018
Q1 | $301K | Sell |
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|
2017
Q4 | $976K | Buy |
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