Texas Capital Bank Wealth Management Services’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
1,185
+51
| +4% | +$13.2K | 0.03% | 174 |
|
|
2025
Q1 | $276K | Buy |
1,134
+40
| +4% | +$9.74K | 0.03% | 166 |
|
|
2024
Q4 | $279K | Buy |
1,094
+32
| +3% | +$8.16K | 0.03% | 141 |
|
|
2024
Q3 | $312K | Sell |
1,062
-181
| -15% | -$53.2K | 0.03% | 152 |
|
|
2024
Q2 | $301K | Sell |
1,243
-31
| -2% | -$7.52K | 0.03% | 153 |
|
|
2024
Q1 | $341K | Buy |
1,274
+30
| +2% | +$8.03K | 0.04% | 145 |
|
|
2023
Q4 | $308K | Sell |
1,244
-126
| -9% | -$31.2K | 0.04% | 149 |
|
|
2023
Q3 | $251K | Buy |
1,370
+199
| +17% | +$36.5K | 0.03% | 165 |
|
|
2023
Q2 | $276K | Sell |
1,171
-379
| -24% | -$89.2K | 0.03% | 172 |
|
|
2023
Q1 | $314K | Sell |
1,550
-50
| -3% | -$10.1K | 0.04% | 141 |
|
|
2022
Q4 | $311K | Buy |
1,600
+40
| +3% | +$7.77K | 0.04% | 130 |
|
|
2022
Q3 | $267K | Buy |
1,560
+190
| +14% | +$32.5K | 0.03% | 119 |
|
|
2022
Q2 | $250K | Sell |
1,370
-10
| -0.7% | -$1.83K | 0.03% | 124 |
|
|
2022
Q1 | $327K | Buy |
1,380
+50
| +4% | +$11.8K | 0.03% | 127 |
|
|
2021
Q4 | $389K | Buy |
1,330
+10
| +0.8% | +$2.93K | 0.03% | 123 |
|
|
2021
Q3 | $335K | Sell |
1,320
-30
| -2% | -$7.61K | 0.03% | 119 |
|
|
2021
Q2 | $323K | Sell |
1,350
-240
| -15% | -$57.4K | 0.04% | 117 |
|
|
2021
Q1 | $288K | Buy |
1,590
+50
| +3% | +$9.06K | 0.04% | 116 |
|
|
2020
Q4 | $297K | Buy |
1,540
+40
| +3% | +$7.71K | 0.04% | 111 |
|
|
2020
Q3 | $235K | Buy |
1,500
+150
| +11% | +$23.5K | 0.04% | 142 |
|
|
2020
Q2 | $232K | Buy |
+1,350
| New | +$232K | 0.05% | 99 |
|