Stifel Financial’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.5M | Buy |
75,234
+17
| +0% | +$3.38K | 0.01% | 806 |
|
|
2025
Q4 | $16.3M | Sell |
75,217
-826
| -1% | -$181K | 0.01% | 723 |
|
|
2025
Q3 | $19.5M | Sell |
76,043
-2,960
| -4% | -$744K | 0.02% | 638 |
|
|
2025
Q2 | $20.5M | Sell |
79,003
-1,836
| -2% | -$467K | 0.02% | 578 |
|
|
2025
Q1 | $19.7M | Sell |
80,839
-943
| -1% | -$237K | 0.02% | 565 |
|
|
2024
Q4 | $20.8M | Sell |
81,782
-519
| -0.6% | -$139K | 0.02% | 560 |
|
|
2024
Q3 | $24.2M | Sell |
82,301
-10,592
| -11% | -$2.99M | 0.03% | 506 |
|
|
2024
Q2 | $22.5M | Sell |
92,893
-624
| -0.7% | -$149K | 0.03% | 499 |
|
|
2024
Q1 | $25M | Buy |
93,517
+5,644
| +6% | +$1.44M | 0.03% | 468 |
|
|
2023
Q4 | $21.7M | Sell |
87,873
-862
| -1% | -$175K | 0.03% | 484 |
|
|
2023
Q3 | $16.3M | Sell |
88,735
-9,869
| -10% | -$2.01M | 0.02% | 543 |
|
|
2023
Q2 | $23.2M | Buy |
98,604
+19,262
| +24% | +$4.05M | 0.03% | 423 |
|
|
2023
Q1 | $16.1M | Sell |
79,342
-2,714
| -3% | -$565K | 0.02% | 520 |
|
|
2022
Q4 | $15.9M | Sell |
82,056
-4,520
| -5% | -$826K | 0.02% | 515 |
|
|
2022
Q3 | $14.8M | Buy |
86,576
+440
| +0.5% | +$86.2K | 0.02% | 513 |
|
|
2022
Q2 | $15.7M | Sell |
86,136
-7,512
| -8% | -$1.5M | 0.02% | 508 |
|
|
2022
Q1 | $22.2M | Buy |
93,648
+5,179
| +6% | +$1.22M | 0.03% | 471 |
|
|
2021
Q4 | $25.9M | Buy |
88,469
+6,759
| +8% | +$1.88M | 0.03% | 422 |
|
|
2021
Q3 | $20.7M | Buy |
81,710
+3,614
| +5% | +$939K | 0.03% | 466 |
|
|
2021
Q2 | $18.7M | Buy |
78,096
+5,719
| +8% | +$1.28M | 0.03% | 488 |
|
|
2021
Q1 | $13.1M | Buy |
72,377
+8,864
| +14% | +$1.57M | 0.02% | 574 |
|
|
2020
Q4 | $12.2M | Buy |
63,513
+7,418
| +13% | +$1.25M | 0.02% | 537 |
|
|
2020
Q3 | $8.8M | Buy |
56,095
+21,404
| +62% | +$3.51M | 0.02% | 579 |
|
|
2020
Q2 | $5.96M | Sell |
34,691
-5,117
| -13% | -$758K | 0.01% | 670 |
|
|
2020
Q1 | $4.84M | Buy |
39,808
+24,362
| +158% | +$3.54M | 0.01% | 685 |
|
|
2019
Q4 | $2.19M | Sell |
15,446
-722
| -4% | -$100K | ﹤0.01% | 1280 |
|
|
2019
Q3 | $2.31M | Sell |
16,168
-2,198
| -12% | -$310K | 0.01% | 1224 |
|
|
2019
Q2 | $2.5M | Buy |
18,366
+2,300
| +14% | +$288K | 0.01% | 1199 |
|
|
2019
Q1 | $1.95M | Buy |
16,066
+463
| +3% | +$49.4K | 0.01% | 1257 |
|
|
2018
Q4 | $1.51M | Sell |
15,603
-459
| -3% | -$48.9K | ﹤0.01% | 1301 |
|
|
2018
Q3 | $2.11M | Buy |
16,062
+592
| +4% | +$77.1K | 0.01% | 1234 |
|
|
2018
Q2 | $1.96M | Buy |
15,470
+312
| +2% | +$37K | 0.01% | 1225 |
|
|
2018
Q1 | $1.8M | Buy |
15,158
+3,821
| +34% | +$459K | 0.01% | 1226 |
|
|
2017
Q4 | $1.34M | Sell |
11,337
-806
| -7% | -$90.6K | ﹤0.01% | 1341 |
|
|
2017
Q3 | $1.29M | Sell |
12,143
-25,888
| -68% | -$3.42M | ﹤0.01% | 1354 |
|
|
2017
Q2 | $5.22M | Sell |
38,031
-1,505
| -4% | -$207K | 0.02% | 697 |
|
|
2017
Q1 | $5.41M | Buy |
39,536
+6,824
| +21% | +$868K | 0.02% | 667 |
|
|
2016
Q4 | $3.87M | Buy |
32,712
+3,851
| +13% | +$471K | 0.02% | 751 |
|
|
2016
Q3 | $3.88M | Sell |
28,861
-173
| -0.6% | -$22.9K | 0.02% | 729 |
|
|
2016
Q2 | $3.73M | Buy |
29,034
+1,589
| +6% | +$192K | 0.02% | 731 |
|
|
2016
Q1 | $3.14M | Buy |
27,445
+4,174
| +18% | +$439K | 0.02% | 745 |
|
|
2015
Q4 | $2.59M | Sell |
23,271
-18,205
| -44% | -$1.97M | 0.01% | 838 |
|
|
2015
Q3 | $4.03M | Buy |
41,476
+19,416
| +88% | +$1.93M | 0.02% | 593 |
|
|
2015
Q2 | $2.14M | Sell |
22,060
-4,017
| -15% | -$392K | 0.01% | 955 |
|
|
2015
Q1 | $2.43M | Buy |
26,077
+3,648
| +16% | +$324K | 0.01% | 864 |
|
|
2014
Q4 | $1.81M | Buy |
22,429
+4,248
| +23% | +$329K | 0.01% | 958 |
|
|
2014
Q3 | $1.36M | Sell |
18,181
-12,751
| -41% | -$971K | 0.01% | 946 |
|
|
2014
Q2 | $2.24M | Buy |
30,932
+12,576
| +69% | +$883K | 0.02% | 736 |
|
|
2014
Q1 | $1.25M | Buy |
+18,356
| New | +$1.28M | 0.01% | 943 |
|
Other funds holding EFX
VCM
VPM
SCP
