Wellington Shields & Co’s Equifax EFX Stock Holding History

Wellington Shields & Co’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	$1.69M	Hold	6,529	–	–	0.48%	51
2025 Q1	$1.59M	Hold	6,529	–	–	0.5%	49
2024 Q4	$1.66M	Sell	6,529 -200	-3%	-$51K	0.51%	46
2024 Q3	$1.98M	Hold	6,729	–	–	0.6%	32
2024 Q2	$1.63M	Hold	6,729	–	–	0.53%	40
2024 Q1	$1.8M	Sell	6,729 -500	-7%	-$134K	0.6%	36
2023 Q4	$1.79M	Sell	7,229 -136	-2%	-$33.6K	0.66%	33
2023 Q3	$1.35M	Hold	7,365	–	–	0.34%	43
2023 Q2	$1.73M	Sell	7,365 -2,266	-24%	-$533K	0.41%	32
2023 Q1	$1.95M	Hold	9,631	–	–	0.44%	31
2022 Q4	$1.87M	Sell	9,631 -125	-1%	-$24.3K	0.43%	30
2022 Q3	$1.67M	Hold	9,756	–	–	0.73%	31
2022 Q2	$1.78M	Hold	9,756	–	–	0.43%	32
2022 Q1	$2.31M	Hold	9,756	–	–	0.76%	27
2021 Q4	$2.86M	Sell	9,756 -110	-1%	-$32.2K	0.57%	23
2021 Q3	$2.5M	Hold	9,866	–	–	0.87%	26
2021 Q2	$2.36M	Hold	9,866	–	–	0.78%	31
2021 Q1	$1.79M	Hold	9,866	–	–	0.64%	38
2020 Q4	$1.9M	Sell	9,866 -1,483	-13%	-$286K	0.68%	32
2020 Q3	$1.78M	Hold	11,349	–	–	0.75%	33
2020 Q2	$1.95M	Hold	11,349	–	–	0.86%	29
2020 Q1	$1.36M	Hold	11,349	–	–	0.75%	35
2019 Q4	$1.59M	Buy	+11,349	New	+$1.59M	0.7%	40
2019 Q3	–	Sell	-11,699	Closed	-$1.58M	–	129
2019 Q2	$1.58M	Hold	11,699	–	–	0.75%	34
2019 Q1	$1.39M	Hold	11,699	–	–	0.71%	40
2018 Q4	$1.09M	Sell	11,699 -525	-4%	-$48.9K	0.62%	44
2018 Q3	$1.6M	Hold	12,224	–	–	0.86%	32
2018 Q2	$1.53M	Sell	12,224 -175	-1%	-$21.9K	0.79%	34
2018 Q1	$1.46M	Hold	12,399	–	–	0.79%	36
2017 Q4	$1.46M	Sell	12,399 -1,000	-7%	-$118K	0.79%	35
2017 Q3	$1.42M	Hold	13,399	–	–	0.47%	36
2017 Q2	$1.84M	Hold	13,399	–	–	0.64%	26
2017 Q1	$1.83M	Hold	13,399	–	–	0.55%	26
2016 Q4	$1.58M	Hold	13,399	–	–	0.83%	27
2016 Q3	$1.8M	Hold	13,399	–	–	0.92%	24
2016 Q2	$1.72M	Hold	13,399	–	–	1.07%	21
2016 Q1	$1.53M	Hold	13,399	–	–	1.02%	20
2015 Q4	$1.49M	Hold	13,399	–	–	0.99%	19
2015 Q3	$1.3M	Hold	13,399	–	–	0.98%	22
2015 Q2	$1.3M	Hold	13,399	–	–	0.43%	22
2015 Q1	$1.25M	Hold	13,399	–	–	0.74%	25
2014 Q4	$1.08M	Hold	13,399	–	–	0.62%	30
2014 Q3	$1M	Hold	13,399	–	–	0.63%	28
2014 Q2	$972K	Hold	13,399	–	–	0.61%	30
2014 Q1	$912K	Hold	13,399	–	–	0.58%	35
2013 Q4	$926K	Sell	13,399 -1	-0%	-$69	0.63%	34
2013 Q3	$802K	Sell	13,400 -11,298	-46%	-$676K	0.63%	38
2013 Q2	$1.46K	Buy	+24,698	New	+$1.46K	0.04%	20