Wellington Shields Capital Management’s Equifax EFX Stock Holding History

Wellington Shields Capital Management’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.35M	Hold	5,213	–	–	0.23%	90
2025 Q1	$1.27M	Sell	5,213 -225	-4%	-$54.8K	0.23%	87
2024 Q4	$1.39M	Hold	5,438	–	–	0.25%	83
2024 Q3	$1.6M	Hold	5,438	–	–	0.28%	79
2024 Q2	$1.32M	Hold	5,438	–	–	0.24%	90
2024 Q1	$1.45M	Sell	5,438 -750	-12%	-$201K	0.27%	82
2023 Q4	$1.53M	Hold	6,188	–	–	0.19%	77
2023 Q3	$1.13M	Sell	6,188 -1,137	-16%	-$208K	0.15%	92
2023 Q2	$1.72M	Sell	7,325 -249	-3%	-$58.6K	0.21%	69
2023 Q1	$1.54M	Buy	7,574 +1	+0%	+$203	0.18%	73
2022 Q4	$1.47M	Buy	7,573 +1	+0%	+$194	0.18%	77
2022 Q3	$1.3M	Buy	7,572 +1	+0%	+$171	0.31%	83
2022 Q2	$1.38M	Hold	7,571	–	–	0.17%	80
2022 Q1	$1.8M	Hold	7,571	–	–	0.2%	75
2021 Q4	$2.22M	Hold	7,571	–	–	0.28%	79
2021 Q3	$1.92M	Hold	7,571	–	–	0.26%	75
2021 Q2	$1.81M	Hold	7,571	–	–	0.22%	95
2021 Q1	$1.37M	Hold	7,571	–	–	0.13%	126
2020 Q4	$1.46M	Buy	7,571 +1,133	+18%	+$218K	0.2%	99
2020 Q3	$1.01M	Hold	6,438	–	–	0.16%	96
2020 Q2	$1.11M	Hold	6,438	–	–	0.18%	101
2020 Q1	$769K	Hold	6,438	–	–	0.15%	111
2019 Q4	$902K	Hold	6,438	–	–	0.14%	131
2019 Q3	$906K	Hold	6,438	–	–	0.15%	130
2019 Q2	$871K	Hold	6,438	–	–	0.14%	125
2019 Q1	$763K	Sell	6,438 -25	-0.4%	-$2.96K	0.13%	141
2018 Q4	$602K	Sell	6,463 -150	-2%	-$14K	0.11%	160
2018 Q3	$863K	Hold	6,613	–	–	0.14%	146
2018 Q2	$827K	Hold	6,613	–	–	0.14%	149
2018 Q1	$779K	Hold	6,613	–	–	0.12%	168
2017 Q4	$780K	Sell	6,613 -47	-0.7%	-$5.54K	0.12%	173
2017 Q3	$706K	Buy	6,660 +1,160	+21%	+$123K	0.12%	170
2017 Q2	$756K	Hold	5,500	–	–	0.12%	163
2017 Q1	$752K	Hold	5,500	–	–	0.12%	162
2016 Q4	$650K	Hold	5,500	–	–	0.11%	172
2016 Q3	$740K	Hold	5,500	–	–	0.13%	159
2016 Q2	$706K	Hold	5,500	–	–	0.12%	153
2016 Q1	$629K	Hold	5,500	–	–	0.11%	164
2015 Q4	$613K	Hold	5,500	–	–	0.1%	166
2015 Q3	$534K	Sell	5,500 -1,000	-15%	-$97.1K	0.09%	181
2015 Q2	$631K	Hold	6,500	–	–	0.1%	194
2015 Q1	$604K	Sell	6,500 -2,000	-24%	-$186K	0.09%	197
2014 Q4	$687K	Hold	8,500	–	–	0.11%	177
2014 Q3	$635K	Sell	8,500 -4,000	-32%	-$299K	0.11%	188
2014 Q2	$907K	Hold	12,500	–	–	0.14%	146
2014 Q1	$850K	Hold	12,500	–	–	0.15%	145
2013 Q4	$864K	Hold	12,500	–	–	0.16%	133
2013 Q3	$748K	Hold	12,500	–	–	0.14%	142
2013 Q2	$737K	Buy	+12,500	New	+$737K	0.13%	155