Salem Investment Counselors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $256K | Hold |
986
| – | – | 0.01% | 339 |
|
2025
Q1 | $240K | Hold |
986
| – | – | 0.01% | 333 |
|
2024
Q4 | $251K | Hold |
986
| – | – | 0.01% | 325 |
|
2024
Q3 | $290K | Hold |
986
| – | – | 0.01% | 322 |
|
2024
Q2 | $239K | Hold |
986
| – | – | 0.01% | 341 |
|
2024
Q1 | $264K | Hold |
986
| – | – | 0.01% | 323 |
|
2023
Q4 | $244K | Hold |
986
| – | – | 0.01% | 328 |
|
2023
Q3 | $181K | Hold |
986
| – | – | 0.01% | 351 |
|
2023
Q2 | $232K | Hold |
986
| – | – | 0.01% | 313 |
|
2023
Q1 | $200K | Hold |
986
| – | – | 0.01% | 334 |
|
2022
Q4 | $192K | Hold |
986
| – | – | 0.01% | 333 |
|
2022
Q3 | $169K | Hold |
986
| – | – | 0.01% | 325 |
|
2022
Q2 | $180K | Hold |
986
| – | – | 0.01% | 337 |
|
2022
Q1 | $234K | Hold |
986
| – | – | 0.01% | 321 |
|
2021
Q4 | $289K | Hold |
986
| – | – | 0.01% | 328 |
|
2021
Q3 | $250K | Hold |
986
| – | – | 0.01% | 310 |
|
2021
Q2 | $236K | Hold |
986
| – | – | 0.01% | 305 |
|
2021
Q1 | $179K | Hold |
986
| – | – | 0.01% | 298 |
|
2020
Q4 | $190K | Hold |
986
| – | – | 0.01% | 277 |
|
2020
Q3 | $155K | Hold |
986
| – | – | 0.01% | 262 |
|
2020
Q2 | $169K | Hold |
986
| – | – | 0.01% | 258 |
|
2020
Q1 | $118K | Hold |
986
| – | – | 0.01% | 266 |
|
2019
Q4 | $138K | Buy |
986
+286
| +41% | +$40K | 0.01% | 274 |
|
2019
Q3 | $98K | Hold |
700
| – | – | 0.01% | 303 |
|
2019
Q2 | $95K | Sell |
700
-24,703
| -97% | -$3.35M | 0.01% | 304 |
|
2019
Q1 | $3.32M | Buy |
+25,403
| New | +$3.32M | 0.34% | 70 |
|
2018
Q4 | – | Sell |
-25,403
| Closed | -$3.32M | – | 238 |
|
2018
Q3 | $3.32M | Buy |
25,403
+24,703
| +3,529% | +$3.23M | 0.34% | 70 |
|
2018
Q2 | $88K | Hold |
700
| – | – | 0.01% | 245 |
|
2018
Q1 | $80K | Hold |
700
| – | – | 0.01% | 245 |
|
2017
Q4 | $83K | Hold |
700
| – | – | 0.01% | 260 |
|
2017
Q3 | $76K | Sell |
700
-700
| -50% | -$76K | 0.01% | 261 |
|
2017
Q2 | $192K | Hold |
1,400
| – | – | 0.02% | 203 |
|
2017
Q1 | $190K | Hold |
1,400
| – | – | 0.02% | 236 |
|
2016
Q4 | $166K | Hold |
1,400
| – | – | 0.02% | 246 |
|
2016
Q3 | $1.88K | Buy |
+1,400
| New | +$1.88K | 0.02% | 215 |
|