Oxford Financial Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $356K | Hold |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $436K | Sell |
|
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $395K | Buy |
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|
2023
Q4 | $362K | Hold |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $348K | Hold |
|
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $347K | Hold |
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|
2021
Q4 | $428K | Hold |
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|
2021
Q3 | $371K | Hold |
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|
2021
Q2 | $350K | Hold |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $282K | Hold |
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|
2020
Q3 | $229K | Hold |
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|
2020
Q2 | $251K | Buy |
|