Oxford Financial Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$5.35K | 0.02% | 182 |
|
|
2024
Q3 | $436K | Sell |
1,483
-8
| -0.5% | -$2.35K | 0.03% | 159 |
|
|
2024
Q2 | $362K | Buy |
1,491
+16
| +1% | +$3.88K | 0.02% | 189 |
|
|
2024
Q1 | $395K | Buy |
1,475
+13
| +0.9% | +$3.48K | 0.03% | 153 |
|
|
2023
Q4 | $362K | Hold |
1,462
| – | – | 0.03% | 163 |
|
|
2023
Q3 | $268K | Sell |
1,462
-18
| -1% | -$3.3K | 0.02% | 181 |
|
|
2023
Q2 | $348K | Sell |
1,480
-234
| -14% | -$55.1K | 0.03% | 162 |
|
|
2023
Q1 | $348K | Hold |
1,714
| – | – | 0.04% | 134 |
|
|
2022
Q4 | $333K | Buy |
1,714
+252
| +17% | +$49K | 0.04% | 144 |
|
|
2022
Q3 | $251K | Sell |
1,462
-2
| -0.1% | -$343 | 0.04% | 154 |
|
|
2022
Q2 | $268K | Buy |
1,464
+2
| +0.1% | +$366 | 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% | 154 |
|
|
2020
Q4 | $282K | Hold |
1,462
| – | – | 0.04% | 151 |
|
|
2020
Q3 | $229K | Hold |
1,462
| – | – | 0.04% | 149 |
|
|
2020
Q2 | $251K | Buy |
+1,462
| New | +$251K | 0.04% | 141 |
|