Sabal Trust’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $271K | Hold |
1,112
| – | – | 0.02% | 208 |
|
|
2024
Q4 | $283K | Sell |
1,112
-9
| -0.8% | -$2.29K | 0.02% | 206 |
|
|
2024
Q3 | $329K | Buy |
1,121
+4
| +0.4% | +$1.18K | 0.02% | 189 |
|
|
2024
Q2 | $271K | Buy |
1,117
+5
| +0.4% | +$1.21K | 0.02% | 189 |
|
|
2024
Q1 | $297K | Hold |
1,112
| – | – | 0.02% | 183 |
|
|
2023
Q4 | $275K | Hold |
1,112
| – | – | 0.02% | 188 |
|
|
2023
Q3 | $204K | Hold |
1,112
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $262K | Hold |
1,112
| – | – | 0.02% | 183 |
|
|
2023
Q1 | $226K | Hold |
1,112
| – | – | 0.02% | 136 |
|
|
2022
Q4 | $216K | Buy |
+1,112
| New | +$216K | 0.01% | 151 |
|
|
2022
Q3 | – | Sell |
-1,112
| Closed | -$203K | – | 160 |
|
|
2022
Q2 | $203K | Hold |
1,112
| – | – | 0.01% | 155 |
|
|
2022
Q1 | $264K | Hold |
1,112
| – | – | 0.02% | 124 |
|
|
2021
Q4 | $326K | Hold |
1,112
| – | – | 0.02% | 125 |
|
|
2021
Q3 | $282K | Hold |
1,112
| – | – | 0.02% | 127 |
|
|
2021
Q2 | $266K | Hold |
1,112
| – | – | 0.02% | 128 |
|
|
2021
Q1 | $201K | Hold |
1,112
| – | – | 0.01% | 146 |
|
|
2020
Q4 | $214K | Buy |
+1,112
| New | +$214K | 0.02% | 140 |
|
|
2017
Q3 | – | Sell |
-4,680
| Closed | -$643K | – | 136 |
|
|
2017
Q2 | $643K | Buy |
4,680
+5
| +0.1% | +$687 | 0.07% | 72 |
|
|
2017
Q1 | $639K | Sell |
4,675
-409
| -8% | -$55.9K | 0.07% | 73 |
|
|
2016
Q4 | $601K | Hold |
5,084
| – | – | 0.07% | 69 |
|
|
2016
Q3 | $684K | Buy |
5,084
+2,224
| +78% | +$299K | 0.08% | 71 |
|
|
2016
Q2 | $367K | Sell |
2,860
-415
| -13% | -$53.3K | 0.04% | 88 |
|
|
2016
Q1 | $374K | Hold |
3,275
| – | – | 0.04% | 90 |
|
|
2015
Q4 | $365K | Hold |
3,275
| – | – | 0.05% | 91 |
|
|
2015
Q3 | $318K | Sell |
3,275
-650
| -17% | -$63.1K | 0.04% | 84 |
|
|
2015
Q2 | $381K | Hold |
3,925
| – | – | 0.05% | 84 |
|
|
2015
Q1 | $365K | Hold |
3,925
| – | – | 0.05% | 85 |
|
|
2014
Q4 | $317K | Hold |
3,925
| – | – | 0.04% | 92 |
|
|
2014
Q3 | $293K | Hold |
3,925
| – | – | 0.04% | 91 |
|
|
2014
Q2 | $285K | Sell |
3,925
-500
| -11% | -$36.3K | 0.04% | 90 |
|
|
2014
Q1 | $301K | Sell |
4,425
-450
| -9% | -$30.6K | 0.04% | 90 |
|
|
2013
Q4 | $337K | Hold |
4,875
| – | – | 0.05% | 88 |
|
|
2013
Q3 | $292K | Sell |
4,875
-250
| -5% | -$15K | 0.05% | 92 |
|
|
2013
Q2 | $302K | Buy |
+5,125
| New | +$302K | 0.05% | 91 |
|