UMB Bank’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89K | Buy |
343
+131
| +62% | +$34K | ﹤0.01% | 883 |
|
|
2025
Q1 | $51.6K | Sell |
212
-15
| -7% | -$3.65K | ﹤0.01% | 1034 |
|
|
2024
Q4 | $57.9K | Buy |
227
+11
| +5% | +$2.8K | ﹤0.01% | 861 |
|
|
2024
Q3 | $63.5K | Buy |
216
+21
| +11% | +$6.17K | ﹤0.01% | 803 |
|
|
2024
Q2 | $47.3K | Buy |
195
+83
| +74% | +$20.1K | ﹤0.01% | 837 |
|
|
2024
Q1 | $30K | Sell |
112
-193
| -63% | -$51.6K | ﹤0.01% | 955 |
|
|
2023
Q4 | $75.4K | Sell |
305
-197
| -39% | -$48.7K | ﹤0.01% | 759 |
|
|
2023
Q3 | $92K | Hold |
502
| – | – | ﹤0.01% | 708 |
|
|
2023
Q2 | $118K | Hold |
502
| – | – | ﹤0.01% | 670 |
|
|
2023
Q1 | $102K | Hold |
502
| – | – | ﹤0.01% | 690 |
|
|
2022
Q4 | $97K | Hold |
502
| – | – | ﹤0.01% | 705 |
|
|
2022
Q3 | $87K | Sell |
502
-8
| -2% | -$1.39K | ﹤0.01% | 750 |
|
|
2022
Q2 | $93K | Hold |
510
| – | – | ﹤0.01% | 771 |
|
|
2022
Q1 | $121K | Hold |
510
| – | – | ﹤0.01% | 739 |
|
|
2021
Q4 | $150K | Buy |
+510
| New | +$150K | ﹤0.01% | 721 |
|