LPL Financial’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.2M | Buy |
100,938
+5,638
| +6% | +$1.12M | ﹤0.01% | 1538 |
|
|
2025
Q4 | $20.7M | Buy |
95,300
+2,159
| +2% | +$473K | 0.01% | 1387 |
|
|
2025
Q3 | $23.9M | Buy |
93,141
+18,614
| +25% | +$4.68M | 0.01% | 1247 |
|
|
2025
Q2 | $19.3M | Buy |
74,527
+1,487
| +2% | +$378K | 0.01% | 1276 |
|
|
2025
Q1 | $17.8M | Buy |
73,040
+905
| +1% | +$227K | 0.01% | 1221 |
|
|
2024
Q4 | $18.4M | Buy |
72,135
+7,343
| +11% | +$1.97M | 0.01% | 1148 |
|
|
2024
Q3 | $19M | Buy |
64,792
+4,785
| +8% | +$1.35M | 0.01% | 1066 |
|
|
2024
Q2 | $14.5M | Buy |
60,007
+5,565
| +10% | +$1.33M | 0.01% | 1134 |
|
|
2024
Q1 | $14.6M | Buy |
54,442
+7,003
| +15% | +$1.78M | 0.01% | 1093 |
|
|
2023
Q4 | $11.7M | Buy |
47,439
+6,617
| +16% | +$1.34M | 0.01% | 1155 |
|
|
2023
Q3 | $7.48M | Buy |
40,822
+309
| +0.8% | +$63.1K | 0.01% | 1339 |
|
|
2023
Q2 | $9.53M | Sell |
40,513
-1,328
| -3% | -$280K | 0.01% | 1169 |
|
|
2023
Q1 | $8.49M | Sell |
41,841
-2,114
| -5% | -$440K | 0.01% | 1189 |
|
|
2022
Q4 | $8.54M | Sell |
43,955
-7,211
| -14% | -$1.32M | 0.01% | 1119 |
|
|
2022
Q3 | $8.77M | Buy |
51,166
+2,753
| +6% | +$539K | 0.01% | 1028 |
|
|
2022
Q2 | $8.85M | Buy |
48,413
+1,196
| +3% | +$239K | 0.01% | 1036 |
|
|
2022
Q1 | $11.2M | Sell |
47,217
-23,022
| -33% | -$5.42M | 0.01% | 929 |
|
|
2021
Q4 | $20.6M | Buy |
70,239
+6,378
| +10% | +$1.78M | 0.02% | 661 |
|
|
2021
Q3 | $16.2M | Buy |
63,861
+28,545
| +81% | +$7.42M | 0.02% | 715 |
|
|
2021
Q2 | $8.46M | Buy |
35,316
+6,171
| +21% | +$1.38M | 0.01% | 1011 |
|
|
2021
Q1 | $5.28M | Buy |
29,145
+3,511
| +14% | +$620K | 0.01% | 1202 |
|
|
2020
Q4 | $4.94M | Buy |
25,634
+771
| +3% | +$130K | 0.01% | 1128 |
|
|
2020
Q3 | $3.9M | Buy |
24,863
+257
| +1% | +$42.1K | 0.01% | 1082 |
|
|
2020
Q2 | $4.23M | Buy |
24,606
+820
| +3% | +$121K | 0.01% | 962 |
|
|
2020
Q1 | $2.84M | Sell |
23,786
-461
| -2% | -$67K | 0.01% | 993 |
|
|
2019
Q4 | $3.4M | Buy |
24,247
+3,204
| +15% | +$444K | 0.01% | 1034 |
|
|
2019
Q3 | $2.96M | Buy |
21,043
+796
| +4% | +$112K | 0.01% | 1026 |
|
|
2019
Q2 | $2.74M | Sell |
20,247
-99
| -0.5% | -$12.4K | 0.01% | 1075 |
|
|
2019
Q1 | $2.41M | Sell |
20,346
-155
| -0.8% | -$16.5K | 0.01% | 1095 |
|
|
2018
Q4 | $1.91M | Sell |
20,501
-10,389
| -34% | -$1.11M | 0.01% | 1100 |
|
|
2018
Q3 | $4.03M | Sell |
30,890
-454
| -1% | -$59.1K | 0.01% | 836 |
|
|
2018
Q2 | $3.92M | Buy |
31,344
+2,323
| +8% | +$275K | 0.01% | 820 |
|
|
2018
Q1 | $3.42M | Sell |
29,021
-4,816
| -14% | -$578K | 0.01% | 865 |
|
|
2017
Q4 | $3.99M | Buy |
33,837
+3,088
| +10% | +$347K | 0.01% | 745 |
|
|
2017
Q3 | $3.26M | Buy |
30,749
+2,750
| +10% | +$364K | 0.01% | 763 |
|
|
2017
Q2 | $3.85M | Buy |
27,999
+20,275
| +262% | +$2.78M | 0.01% | 650 |
|
|
2017
Q1 | $1.05M | Buy |
7,724
+469
| +6% | +$59.7K | 0.01% | 1230 |
|
|
2016
Q4 | $860K | Sell |
7,255
-10,467
| -59% | -$1.28M | 0.01% | 1322 |
|
|
2016
Q3 | $2.36M | Sell |
17,722
-4,023
| -19% | -$533K | 0.02% | 682 |
|
|
2016
Q2 | $2.82M | Sell |
21,745
-18,980
| -47% | -$2.3M | 0.02% | 586 |
|
|
2016
Q1 | $4.67M | Sell |
40,725
-4,436
| -10% | -$467K | 0.01% | 750 |
|
|
2015
Q4 | $4.98M | Buy |
45,161
+27,363
| +154% | +$2.96M | 0.01% | 725 |
|
|
2015
Q3 | $1.79M | Sell |
17,798
-1,432
| -7% | -$142K | 0.01% | 893 |
|
|
2015
Q2 | $1.88M | Buy |
19,230
+4,348
| +29% | +$424K | 0.01% | 941 |
|
|
2015
Q1 | $1.38M | Sell |
14,882
-5,722
| -28% | -$508K | 0.01% | 1125 |
|
|
2014
Q4 | $1.67M | Sell |
20,604
-217
| -1% | -$16.8K | 0.01% | 998 |
|
|
2014
Q3 | $1.53M | Sell |
20,821
-1,123
| -5% | -$85.5K | 0.01% | 1022 |
|
|
2014
Q2 | $1.59M | Sell |
21,944
-125
| -0.6% | -$8.77K | 0.01% | 1028 |
|
|
2014
Q1 | $1.5M | Sell |
22,069
-1,578
| -7% | -$110K | 0.01% | 1001 |
|
|
2013
Q4 | $1.63M | Buy |
23,647
+1,453
| +7% | +$94.5K | 0.01% | 953 |
|
|
2013
Q3 | $1.36M | Sell |
22,194
-109
| -0.5% | -$6.71K | 0.01% | 1008 |
|
|
2013
Q2 | $1.31M | Buy |
+22,303
| New | +$1.35M | 0.01% | 951 |
|
Other funds holding EFX
VCM
VPM
SCP
