Sentry Investment Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Hold |
420
| – | – | 0.06% | 265 |
|
|
2025
Q1 | $88K | Buy |
+420
| New | +$88K | 0.06% | 274 |
|
|
2024
Q4 | – | Sell |
-533
| Closed | -$157K | – | 465 |
|
|
2024
Q3 | $157K | Hold |
533
| – | – | 0.07% | 258 |
|
|
2024
Q2 | $129K | Sell |
533
-109
| -17% | -$26.4K | 0.06% | 275 |
|
|
2024
Q1 | $172K | Hold |
642
| – | – | 0.07% | 265 |
|
|
2023
Q4 | $159K | Sell |
642
-69
| -10% | -$17.1K | 0.07% | 263 |
|
|
2023
Q3 | $130K | Sell |
711
-98
| -12% | -$17.9K | 0.06% | 286 |
|
|
2023
Q2 | $190K | Hold |
809
| – | – | 0.07% | 274 |
|
|
2023
Q1 | $164K | Hold |
809
| – | – | 0.07% | 286 |
|
|
2022
Q4 | $157K | Hold |
809
| – | – | 0.07% | 298 |
|
|
2022
Q3 | $139K | Hold |
809
| – | – | 0.07% | 288 |
|
|
2022
Q2 | $148K | Sell |
809
-157
| -16% | -$28.7K | 0.07% | 284 |
|
|
2022
Q1 | $229K | Sell |
966
-162
| -14% | -$38.4K | 0.07% | 271 |
|
|
2021
Q4 | $330K | Hold |
1,128
| – | – | 0.09% | 234 |
|
|
2021
Q3 | $286K | Sell |
1,128
-165
| -13% | -$41.8K | 0.08% | 244 |
|
|
2021
Q2 | $310K | Buy |
1,293
+271
| +27% | +$65K | 0.08% | 248 |
|
|
2021
Q1 | $185K | Sell |
1,022
-5,956
| -85% | -$1.08M | 0.05% | 335 |
|
|
2020
Q4 | $1.35M | Hold |
6,978
| – | – | 0.07% | 261 |
|
|
2020
Q3 | $1.1M | Hold |
6,978
| – | – | 0.06% | 264 |
|
|
2020
Q2 | $1.2M | Buy |
6,978
+21
| +0.3% | +$3.61K | 0.07% | 264 |
|
|
2020
Q1 | $831K | Hold |
6,957
| – | – | 0.06% | 249 |
|
|
2019
Q4 | $975K | Hold |
6,957
| – | – | 0.06% | 292 |
|
|
2019
Q3 | $979K | Hold |
6,957
| – | – | 0.06% | 279 |
|
|
2019
Q2 | $941K | Hold |
6,957
| – | – | 0.06% | 296 |
|
|
2019
Q1 | $824K | Sell |
6,957
-617
| -8% | -$73.1K | 0.06% | 306 |
|
|
2018
Q4 | $705K | Sell |
7,574
-193
| -2% | -$18K | 0.05% | 334 |
|
|
2018
Q3 | $1.01M | Hold |
7,767
| – | – | 0.06% | 289 |
|
|
2018
Q2 | $972K | Sell |
7,767
-842
| -10% | -$105K | 0.06% | 297 |
|
|
2018
Q1 | $1.01M | Sell |
8,609
-823
| -9% | -$96.9K | 0.06% | 306 |
|
|
2017
Q4 | $1.11M | Hold |
9,432
| – | – | 0.06% | 302 |
|
|
2017
Q3 | $1M | Buy |
9,432
+2,375
| +34% | +$252K | 0.04% | 322 |
|
|
2017
Q2 | $970K | Buy |
7,057
+96
| +1% | +$13.2K | 0.04% | 330 |
|
|
2017
Q1 | $952K | Sell |
6,961
-287
| -4% | -$39.3K | 0.04% | 324 |
|
|
2016
Q4 | $857K | Hold |
7,248
| – | – | 0.04% | 346 |
|
|
2016
Q3 | $975K | Sell |
7,248
-200
| -3% | -$26.9K | 0.04% | 320 |
|
|
2016
Q2 | $956K | Hold |
7,448
| – | – | 0.04% | 321 |
|
|
2016
Q1 | $851K | Buy |
7,448
+625
| +9% | +$71.4K | 0.04% | 344 |
|
|
2015
Q4 | $760K | Buy |
6,823
+1,265
| +23% | +$141K | 0.04% | 370 |
|
|
2015
Q3 | $540K | Hold |
5,558
| – | – | 0.03% | 376 |
|
|
2015
Q2 | $540K | Hold |
5,558
| – | – | 0.03% | 412 |
|
|
2015
Q1 | $517K | Hold |
5,558
| – | – | 0.02% | 412 |
|
|
2014
Q4 | $449K | Hold |
5,558
| – | – | 0.02% | 416 |
|
|
2014
Q3 | $415K | Sell |
5,558
-685
| -11% | -$51.1K | 0.02% | 427 |
|
|
2014
Q2 | $453K | Sell |
6,243
-457
| -7% | -$33.2K | 0.02% | 431 |
|
|
2014
Q1 | $456K | Hold |
6,700
| – | – | 0.02% | 427 |
|
|
2013
Q4 | $463K | Sell |
6,700
-1,700
| -20% | -$117K | 0.03% | 429 |
|
|
2013
Q3 | $503K | Buy |
8,400
+1,500
| +22% | +$89.8K | 0.03% | 411 |
|
|
2013
Q2 | $407K | Buy |
+6,900
| New | +$407K | 0.02% | 364 |
|