Legacy Advisors’s Equifax EFX Stock Holding History

Legacy Advisors’s Portfolio EFX Stock Details EFX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,859	Closed	-$3.62M	–	136
2025 Q1	$3.62M	Buy	14,859 +141	+1%	+$34.3K	0.37%	54
2024 Q4	$3.75M	Buy	14,718 +262	+2%	+$66.8K	0.36%	48
2024 Q3	$4.25M	Sell	14,456 -891	-6%	-$262K	0.46%	40
2024 Q2	$3.72M	Buy	15,347 +540	+4%	+$131K	0.45%	37
2024 Q1	$3.96M	Buy	14,807 +262	+2%	+$70.1K	0.5%	35
2023 Q4	$3.6M	Sell	14,545 -1,066	-7%	-$264K	0.46%	35
2023 Q3	$2.86M	Buy	15,611 +1,609	+11%	+$295K	0.46%	54
2023 Q2	$3.29M	Buy	14,002 +78	+0.6%	+$18.4K	0.49%	46
2023 Q1	$2.82M	Buy	13,924 +735	+6%	+$149K	0.52%	43
2022 Q4	$2.56M	Buy	13,189 +1,313	+11%	+$255K	0.47%	45
2022 Q3	$2.04M	Buy	11,876 +1,067	+10%	+$183K	0.45%	43
2022 Q2	$1.98M	Buy	10,809 +762	+8%	+$139K	0.42%	45
2022 Q1	$2.38M	Buy	10,047 +2,224	+28%	+$527K	0.46%	37
2021 Q4	$2.29M	Sell	7,823 -15	-0.2%	-$4.39K	0.84%	23
2021 Q3	$1.99M	Buy	7,838 +15	+0.2%	+$3.8K	0.79%	24
2021 Q2	$1.87M	Hold	7,823	–	–	0.76%	26
2021 Q1	$1.42M	Hold	7,823	–	–	0.63%	30
2020 Q4	$1.51M	Hold	7,823	–	–	0.86%	26
2020 Q3	$1.23M	Hold	7,823	–	–	0.81%	26
2020 Q2	$1.35M	Hold	7,823	–	–	1.07%	23
2020 Q1	$934K	Hold	7,823	–	–	0.93%	24
2019 Q4	$1.1M	Hold	7,823	–	–	0.7%	34
2019 Q3	$1.1M	Hold	7,823	–	–	0.82%	33
2019 Q2	$1.06M	Sell	7,823 -7,823	-50%	-$1.06M	0.72%	32
2019 Q1	$1.85M	Buy	15,646 +7,823	+100%	+$927K	0.6%	39
2018 Q4	$729K	Hold	7,823	–	–	0.55%	41
2018 Q3	$1.02M	Hold	7,823	–	–	0.5%	64
2018 Q2	$979K	Hold	7,823	–	–	0.73%	33
2018 Q1	$907K	Hold	7,823	–	–	0.67%	34
2017 Q4	$922K	Hold	7,823	–	–	0.9%	25
2017 Q3	$829K	Hold	7,823	–	–	0.92%	23
2017 Q2	$1.08M	Hold	7,823	–	–	1.37%	18
2017 Q1	$1.07M	Sell	7,823 -7,822	-50%	-$1.07M	1.44%	12
2016 Q4	$1.85M	Buy	+15,645	New	+$1.85M	2.53%	5