WhitTier Trust Company’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Sell |
753
-1
| -0.1% | -$259 | ﹤0.01% | 526 |
|
|
2025
Q1 | $184K | Hold |
754
| – | – | ﹤0.01% | 525 |
|
|
2024
Q4 | $192K | Sell |
754
-2
| -0.3% | -$510 | ﹤0.01% | 500 |
|
|
2024
Q3 | $222K | Buy |
756
+459
| +155% | +$135K | 0.01% | 462 |
|
|
2024
Q2 | $72K | Buy |
297
+191
| +180% | +$46.3K | ﹤0.01% | 618 |
|
|
2024
Q1 | $28.4K | Hold |
106
| – | – | ﹤0.01% | 793 |
|
|
2023
Q4 | $26.2K | Sell |
106
-135
| -56% | -$33.4K | ﹤0.01% | 789 |
|
|
2023
Q3 | $44.1K | Sell |
241
-10
| -4% | -$1.83K | ﹤0.01% | 671 |
|
|
2023
Q2 | $59.1K | Hold |
251
| – | – | ﹤0.01% | 643 |
|
|
2023
Q1 | $50.9K | Hold |
251
| – | – | ﹤0.01% | 660 |
|
|
2022
Q4 | $48.8K | Sell |
251
-19
| -7% | -$3.69K | ﹤0.01% | 674 |
|
|
2022
Q3 | $46K | Buy |
270
+10
| +4% | +$1.7K | ﹤0.01% | 678 |
|
|
2022
Q2 | $48K | Buy |
260
+88
| +51% | +$16.2K | ﹤0.01% | 679 |
|
|
2022
Q1 | $41K | Buy |
172
+47
| +38% | +$11.2K | ﹤0.01% | 702 |
|
|
2021
Q4 | $37K | Hold |
125
| – | – | ﹤0.01% | 717 |
|
|
2021
Q3 | $32K | Hold |
125
| – | – | ﹤0.01% | 746 |
|
|
2021
Q2 | $30K | Hold |
125
| – | – | ﹤0.01% | 736 |
|
|
2021
Q1 | $23K | Hold |
125
| – | – | ﹤0.01% | 762 |
|
|
2020
Q4 | $24K | Buy |
125
+90
| +257% | +$17.3K | ﹤0.01% | 737 |
|
|
2020
Q3 | $5K | Hold |
35
| – | – | ﹤0.01% | 877 |
|
|
2020
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 835 |
|
|
2020
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 879 |
|
|
2019
Q4 | $5K | Hold |
35
| – | – | ﹤0.01% | 922 |
|
|
2019
Q3 | $5K | Hold |
35
| – | – | ﹤0.01% | 910 |
|
|
2019
Q2 | $5K | Hold |
35
| – | – | ﹤0.01% | 908 |
|
|
2019
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 921 |
|
|
2018
Q4 | $3K | Sell |
35
-17
| -33% | -$1.46K | ﹤0.01% | 978 |
|
|
2018
Q3 | $7K | Hold |
52
| – | – | ﹤0.01% | 842 |
|
|
2018
Q2 | $7K | Hold |
52
| – | – | ﹤0.01% | 844 |
|
|
2018
Q1 | $6K | Hold |
52
| – | – | ﹤0.01% | 888 |
|
|
2017
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 849 |
|
|
2017
Q3 | $6K | Hold |
52
| – | – | ﹤0.01% | 838 |
|
|
2017
Q2 | $7K | Hold |
52
| – | – | ﹤0.01% | 795 |
|
|
2017
Q1 | $7K | Hold |
52
| – | – | ﹤0.01% | 804 |
|
|
2016
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 825 |
|
|
2016
Q3 | $7K | Hold |
52
| – | – | ﹤0.01% | 795 |
|
|
2016
Q2 | $7K | Hold |
52
| – | – | ﹤0.01% | 802 |
|
|
2016
Q1 | $6K | Hold |
52
| – | – | ﹤0.01% | 817 |
|
|
2015
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 803 |
|
|
2015
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 824 |
|
|
2015
Q2 | $5K | Hold |
52
| – | – | ﹤0.01% | 833 |
|
|
2015
Q1 | $5K | Hold |
52
| – | – | ﹤0.01% | 834 |
|
|
2014
Q4 | $4K | Hold |
52
| – | – | ﹤0.01% | 839 |
|
|
2014
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 843 |
|
|
2014
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 846 |
|
|
2014
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 878 |
|
|
2013
Q4 | $4K | Hold |
52
| – | – | ﹤0.01% | 839 |
|
|
2013
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 828 |
|
|
2013
Q2 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 822 |
|