Stevens Capital 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 | $932K | Buy |
+3,595
| New | +$932K | 0.25% | 76 |
|
|
2021
Q1 | – | Sell |
-1,453
| Closed | -$280K | – | 152 |
|
|
2020
Q4 | $280K | Buy |
+1,453
| New | +$280K | 0.14% | 116 |
|
|
2018
Q2 | – | Sell |
-3,819
| Closed | -$450K | – | 828 |
|
|
2018
Q1 | $450K | Buy |
+3,819
| New | +$450K | 0.02% | 534 |
|
|
2017
Q3 | – | Sell |
-9,684
| Closed | -$1.33M | – | 904 |
|
|
2017
Q2 | $1.33M | Buy |
+9,684
| New | +$1.33M | 0.05% | 373 |
|
|
2016
Q2 | – | Sell |
-34,433
| Closed | -$3.94M | – | 953 |
|
|
2016
Q1 | $3.94M | Buy |
+34,433
| New | +$3.94M | 0.16% | 192 |
|
|
2015
Q4 | – | Sell |
-15,911
| Closed | -$1.55M | – | 975 |
|
|
2015
Q3 | $1.55M | Sell |
15,911
-2,863
| -15% | -$278K | 0.07% | 272 |
|
|
2015
Q2 | $1.82M | Buy |
18,774
+1,927
| +11% | +$187K | 0.07% | 304 |
|
|
2015
Q1 | $1.57M | Buy |
+16,847
| New | +$1.57M | 0.06% | 323 |
|
|
2014
Q4 | – | Sell |
-17,444
| Closed | -$1.3M | – | 1063 |
|
|
2014
Q3 | $1.3M | Buy |
17,444
+317
| +2% | +$23.7K | 0.04% | 399 |
|
|
2014
Q2 | $1.24M | Sell |
17,127
-61,386
| -78% | -$4.45M | 0.03% | 459 |
|
|
2014
Q1 | $5.34M | Buy |
78,513
+55,560
| +242% | +$3.78M | 0.14% | 175 |
|
|
2013
Q4 | $1.59M | Sell |
22,953
-137,900
| -86% | -$9.53M | 0.05% | 373 |
|
|
2013
Q3 | $9.63M | Buy |
160,853
+32,686
| +26% | +$1.96M | 0.28% | 95 |
|
|
2013
Q2 | $7.55M | Buy |
+128,167
| New | +$7.55M | 0.25% | 115 |
|