Segall Bryant & Hamill’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-925
| Closed | -$270K | – | 750 |
|
|
2021
Q4 | $270K | Sell |
925
-150
| -14% | -$43.8K | ﹤0.01% | 566 |
|
|
2021
Q3 | $273K | Buy |
+1,075
| New | +$273K | ﹤0.01% | 715 |
|
|
2021
Q2 | – | Sell |
-11,385
| Closed | -$2.06M | – | 786 |
|
|
2021
Q1 | $2.06M | Buy |
+11,385
| New | +$2.06M | 0.02% | 468 |
|
|
2017
Q4 | – | Sell |
-15,337
| Closed | -$1.63M | – | 576 |
|
|
2017
Q3 | $1.63M | Sell |
15,337
-143,535
| -90% | -$15.2M | 0.04% | 318 |
|
|
2017
Q2 | $21.8M | Buy |
158,872
+4,289
| +3% | +$589K | 0.51% | 58 |
|
|
2017
Q1 | $21.1M | Buy |
154,583
+146,896
| +1,911% | +$20.1M | 0.51% | 60 |
|
|
2016
Q4 | $909K | Sell |
7,687
-7,168
| -48% | -$848K | 0.02% | 355 |
|
|
2016
Q3 | $2M | Sell |
14,855
-19
| -0.1% | -$2.56K | 0.05% | 289 |
|
|
2016
Q2 | $1.91M | Buy |
14,874
+965
| +7% | +$124K | 0.05% | 298 |
|
|
2016
Q1 | $1.59M | Buy |
13,909
+3,150
| +29% | +$360K | 0.04% | 318 |
|
|
2015
Q4 | $1.2M | Sell |
10,759
-100
| -0.9% | -$11.1K | 0.03% | 329 |
|
|
2015
Q3 | $1.06M | Buy |
+10,859
| New | +$1.06M | 0.03% | 344 |
|