Strategy Asset Managers’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
2,513
+4
| +0.2% | +$1.04K | 0.12% | 125 |
|
|
2025
Q1 | $611K | Sell |
2,509
-296
| -11% | -$72.1K | 0.13% | 130 |
|
|
2024
Q4 | $715K | Buy |
2,805
+5
| +0.2% | +$1.27K | 0.14% | 117 |
|
|
2024
Q3 | $823K | Buy |
+2,800
| New | +$823K | 0.16% | 104 |
|
|
2024
Q2 | – | Sell |
-2,792
| Closed | -$747K | – | 256 |
|
|
2024
Q1 | $747K | Buy |
2,792
+4
| +0.1% | +$1.07K | 0.16% | 105 |
|
|
2023
Q4 | $689K | Buy |
+2,788
| New | +$689K | 0.16% | 98 |
|
|
2021
Q1 | – | Sell |
-4,023
| Closed | -$776K | – | 259 |
|
|
2020
Q4 | $776K | Sell |
4,023
-321
| -7% | -$61.9K | 0.19% | 96 |
|
|
2020
Q3 | $681K | Buy |
+4,344
| New | +$681K | 0.18% | 108 |
|
|
2016
Q4 | – | Sell |
-23,188
| Closed | -$3.12M | – | 135 |
|
|
2016
Q3 | $3.12M | Sell |
23,188
-370
| -2% | -$49.8K | 0.7% | 43 |
|
|
2016
Q2 | $3.03M | Sell |
23,558
-102
| -0.4% | -$13.1K | 0.69% | 42 |
|
|
2016
Q1 | $2.7M | Sell |
23,660
-76
| -0.3% | -$8.69K | 0.61% | 47 |
|
|
2015
Q4 | $2.64M | Buy |
23,736
+103
| +0.4% | +$11.5K | 0.6% | 52 |
|
|
2015
Q3 | $2.3M | Buy |
+23,633
| New | +$2.3M | 0.55% | 59 |
|
|
2013
Q3 | – | Sell |
-49,615
| Closed | -$2.92M | – | 136 |
|
|
2013
Q2 | $2.92M | Buy |
+49,615
| New | +$2.92M | 0.7% | 54 |
|