Sanders Morris Harris’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,100
| Closed | -$360K | – | 223 |
|
|
2022
Q3 | $360K | Hold |
2,100
| – | – | 0.09% | 171 |
|
|
2022
Q2 | $384K | Hold |
2,100
| – | – | 0.08% | 181 |
|
|
2022
Q1 | $498K | Hold |
2,100
| – | – | 0.1% | 169 |
|
|
2021
Q4 | $615K | Hold |
2,100
| – | – | 0.11% | 148 |
|
|
2021
Q3 | $532K | Hold |
2,100
| – | – | 0.1% | 156 |
|
|
2021
Q2 | $503K | Hold |
2,100
| – | – | 0.1% | 168 |
|
|
2021
Q1 | $380K | Hold |
2,100
| – | – | 0.08% | 195 |
|
|
2020
Q4 | $405K | Hold |
2,100
| – | – | 0.09% | 186 |
|
|
2020
Q3 | $329K | Hold |
2,100
| – | – | 0.09% | 196 |
|
|
2020
Q2 | $361K | Buy |
+2,100
| New | +$361K | 0.18% | 71 |
|
|
2020
Q1 | – | Sell |
-3,100
| Closed | -$391K | – | 197 |
|
|
2019
Q4 | $391K | Hold |
3,100
| – | – | 0.09% | 192 |
|
|
2019
Q3 | $430K | Hold |
3,100
| – | – | 0.1% | 158 |
|
|
2019
Q2 | $420K | Buy |
3,100
+1,000
| +48% | +$135K | 0.11% | 171 |
|
|
2019
Q1 | $249K | Buy |
+2,100
| New | +$249K | 0.12% | 98 |
|
|
2018
Q4 | – | Sell |
-2,100
| Closed | -$274K | – | 125 |
|
|
2018
Q3 | $274K | Hold |
2,100
| – | – | 0.13% | 102 |
|
|
2018
Q2 | $263K | Hold |
2,100
| – | – | 0.12% | 104 |
|
|
2018
Q1 | $247K | Hold |
2,100
| – | – | 0.1% | 108 |
|
|
2017
Q4 | $248K | Hold |
2,100
| – | – | 0.1% | 96 |
|
|
2017
Q3 | $223K | Hold |
2,100
| – | – | 0.1% | 108 |
|
|
2017
Q2 | $289K | Hold |
2,100
| – | – | 0.12% | 91 |
|
|
2017
Q1 | $287K | Hold |
2,100
| – | – | 0.1% | 102 |
|
|
2016
Q4 | $248K | Hold |
2,100
| – | – | 0.11% | 92 |
|
|
2016
Q3 | $283K | Hold |
2,100
| – | – | 0.09% | 118 |
|
|
2016
Q2 | $270K | Hold |
2,100
| – | – | 0.06% | 189 |
|
|
2016
Q1 | $240K | Buy |
+2,100
| New | +$240K | 0.04% | 265 |
|