DAM

Delta Asset Management’s Equifax EFX Stock Holding History

Delta Asset Management’s Portfolio EFX Stock Details EFX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$172K	Hold	663	–	–	0.02%	157
2025 Q1	$161K	Hold	663	–	–	0.02%	157
2024 Q4	$169K	Hold	663	–	–	0.02%	156
2024 Q3	$195K	Hold	663	–	–	0.02%	153
2024 Q2	$161K	Hold	663	–	–	0.01%	159
2024 Q1	$177K	Hold	663	–	–	0.02%	151
2023 Q4	$164K	Buy	663 +573	+637%	+$142K	0.02%	154
2023 Q3	$16.5K	Hold	90	–	–	﹤0.01%	381
2023 Q2	$21.2K	Hold	90	–	–	﹤0.01%	354
2023 Q1	$18.3K	Hold	90	–	–	﹤0.01%	350
2022 Q4	$17.5K	Buy	+90	New	+$17.5K	﹤0.01%	355
2022 Q1	–	Sell	-90	Closed	-$26K	–	266
2021 Q4	$26K	Hold	90	–	–	﹤0.01%	315
2021 Q3	$23K	Hold	90	–	–	﹤0.01%	329
2021 Q2	$22K	Hold	90	–	–	﹤0.01%	344
2021 Q1	$16K	Hold	90	–	–	﹤0.01%	369
2020 Q4	$17K	Hold	90	–	–	﹤0.01%	350
2020 Q3	$14K	Hold	90	–	–	﹤0.01%	357
2020 Q2	$15K	Hold	90	–	–	﹤0.01%	348
2020 Q1	$11K	Hold	90	–	–	﹤0.01%	376
2019 Q4	$13K	Hold	90	–	–	﹤0.01%	405
2019 Q3	$13K	Hold	90	–	–	﹤0.01%	392
2019 Q2	$12K	Hold	90	–	–	﹤0.01%	368
2019 Q1	$11K	Hold	90	–	–	﹤0.01%	362
2018 Q4	$8K	Hold	90	–	–	﹤0.01%	448
2018 Q3	$12K	Hold	90	–	–	﹤0.01%	430
2018 Q2	$11K	Hold	90	–	–	﹤0.01%	430
2018 Q1	$11K	Hold	90	–	–	﹤0.01%	429
2017 Q4	$11K	Hold	90	–	–	﹤0.01%	420
2017 Q3	$10K	Hold	90	–	–	﹤0.01%	411
2017 Q2	$12K	Hold	90	–	–	﹤0.01%	392
2017 Q1	$12K	Hold	90	–	–	﹤0.01%	398
2016 Q4	$11K	Hold	90	–	–	﹤0.01%	400
2016 Q3	$12K	Hold	90	–	–	﹤0.01%	388
2016 Q2	$12K	Hold	90	–	–	﹤0.01%	391
2016 Q1	$10K	Sell	90 -30	-25%	-$3.33K	﹤0.01%	405
2015 Q4	$13K	Sell	120 -5	-4%	-$542	﹤0.01%	380
2015 Q3	$12K	Hold	125	–	–	﹤0.01%	381
2015 Q2	$12K	Sell	125 -15	-11%	-$1.44K	﹤0.01%	393
2015 Q1	$13K	Sell	140 -44	-24%	-$4.09K	﹤0.01%	385
2014 Q4	$15K	Buy	184 +94	+104%	+$7.66K	﹤0.01%	380
2014 Q3	$7K	Hold	90	–	–	﹤0.01%	451
2014 Q2	$7K	Hold	90	–	–	﹤0.01%	465
2014 Q1	$6K	Hold	90	–	–	﹤0.01%	465
2013 Q4	$6K	Buy	+90	New	+$6K	﹤0.01%	462