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Oxford Financial Group’s Equifax EFX Stock Holding History

Oxford Financial Group’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,462
Closed -$356K – 265
2025
Q1 		$356K Hold
1,462
– – 0.03% 158
2024
Q4 		$373K Sell
1,462
-21
-1% -$5.63K 0.02% 182
2024
Q3 		$436K Sell
1,483
-8
-0.5% -$2.26K 0.03% 159
2024
Q2 		$362K Buy
1,491
+16
+1% +$3.82K 0.02% 189
2024
Q1 		$395K Buy
1,475
+13
+0.9% +$3.31K 0.03% 153
2023
Q4 		$362K Hold
1,462
– – 0.03% 164
2023
Q3 		$268K Sell
1,462
-18
-1% -$3.67K 0.02% 182
2023
Q2 		$348K Sell
1,480
-234
-14% -$49.3K 0.03% 162
2023
Q1 		$348K Hold
1,714
– – 0.04% 134
2022
Q4 		$333K Buy
1,714
+252
+17% +$46.1K 0.04% 144
2022
Q3 		$251K Sell
1,462
-2
-0.1% -$392 0.04% 154
2022
Q2 		$268K Buy
1,464
+2
+0.1% +$400 0.04% 160
2022
Q1 		$347K Hold
1,462
– – 0.04% 147
2021
Q4 		$428K Hold
1,462
– – 0.05% 132
2021
Q3 		$371K Hold
1,462
– – 0.05% 134
2021
Q2 		$350K Hold
1,462
– – 0.05% 135
2021
Q1 		$265K Hold
1,462
– – 0.04% 155
2020
Q4 		$282K Hold
1,462
– – 0.04% 152
2020
Q3 		$229K Hold
1,462
– – 0.04% 149
2020
Q2 		$251K Buy
+1,462
New +$217K 0.04% 141

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