ZWJ Investment Counsel’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39M | Sell |
150,463
-3
| -0% | -$778 | 1.45% | 28 |
|
|
2025
Q1 | $36.6M | Hold |
150,466
| – | – | 1.49% | 29 |
|
|
2024
Q4 | $38.3M | Sell |
150,466
-556
| -0.4% | -$142K | 1.58% | 26 |
|
|
2024
Q3 | $44.4M | Sell |
151,022
-5,500
| -4% | -$1.62M | 1.81% | 24 |
|
|
2024
Q2 | $38M | Sell |
156,522
-268
| -0.2% | -$65K | 1.67% | 27 |
|
|
2024
Q1 | $41.9M | Sell |
156,790
-86
| -0.1% | -$23K | 1.91% | 22 |
|
|
2023
Q4 | $38.8M | Sell |
156,876
-371
| -0.2% | -$91.7K | 2% | 20 |
|
|
2023
Q3 | $28.8M | Buy |
157,247
+2,117
| +1% | +$388K | 1.6% | 29 |
|
|
2023
Q2 | $36.5M | Hold |
155,130
| – | – | 1.91% | 20 |
|
|
2023
Q1 | $31.5M | Hold |
155,130
| – | – | 1.74% | 28 |
|
|
2022
Q4 | $30.2M | Sell |
155,130
-3,356
| -2% | -$652K | 1.7% | 28 |
|
|
2022
Q3 | $27.2M | Hold |
158,486
| – | – | 1.71% | 27 |
|
|
2022
Q2 | $29M | Buy |
158,486
+704
| +0.4% | +$129K | 1.69% | 29 |
|
|
2022
Q1 | $37.4M | Hold |
157,782
| – | – | 1.98% | 18 |
|
|
2021
Q4 | $46.2M | Sell |
157,782
-284
| -0.2% | -$83.2K | 2.36% | 8 |
|
|
2021
Q3 | $40.1M | Sell |
158,066
-24
| -0% | -$6.08K | 2.27% | 11 |
|
|
2021
Q2 | $37.9M | Hold |
158,090
| – | – | 2.19% | 13 |
|
|
2021
Q1 | $28.6M | Buy |
+158,090
| New | +$28.6M | 1.76% | 23 |
|
|
2017
Q3 | – | Sell |
-2,300
| Closed | -$316K | – | 300 |
|
|
2017
Q2 | $316K | Sell |
2,300
-8,790
| -79% | -$1.21M | 0.03% | 227 |
|
|
2017
Q1 | $1.52M | Buy |
11,090
+9,290
| +516% | +$1.27M | 0.12% | 96 |
|
|
2016
Q4 | $213K | Hold |
1,800
| – | – | 0.02% | 146 |
|
|
2016
Q3 | $242K | Hold |
1,800
| – | – | 0.02% | 133 |
|
|
2016
Q2 | $231K | Sell |
1,800
-357
| -17% | -$45.8K | 0.02% | 140 |
|
|
2016
Q1 | $247K | Hold |
2,157
| – | – | 0.03% | 141 |
|
|
2015
Q4 | $240K | Buy |
+2,157
| New | +$240K | 0.03% | 137 |
|